Terms of Use

Important Information

PLEASE READ THE ENTIRE TERMS OF USE CAREFULLY BEFORE YOU USE THIS WEBSITE. IF YOU DO NOT AGREE TO ALL OF THESE TERMS OF USE, DO NOT ACCESS THIS WEBSITE, OR ANY OF ITS PAGES. BY USING THIS WEBSITE, AND WHETHER OR NOT YOU ACTUALLY READ THESE TERMS OF USE, YOU ARE DEEMED TO HAVE ACCEPTED THEM. WE MAY MODIFY OUR TERMS OF USE OF THIS WEBSITE AT ANY TIME AND WITHOUT NOTICE. OUR FAILURE TO EXERCISE OR ENFORCE ANY RIGHT OR PROVISION OF THESE TERMS OF USE WILL NOT CONSTITUTE A WAIVER OF SUCH RIGHT OR PROVISION.

You are strictly prohibited from unauthorized use of our systems or this Website, including but not limited to unauthorized entry into our systems, misuse of passwords, or misuse of any information posted on this Website.

Use of this Website may be monitored, tracked and recorded. Anyone using this Website expressly consents to such monitoring, tracking and recording. You are responsible for being familiar with the current version of the Terms of Use posted on the Website during each session.

You may use this Website only in compliance with these Terms and all applicable local, state, national and international laws, rules and regulations.

Use of this Website is Limited to Residents of the United States; New York Law Governs

The information provided on this Website is not intended for distribution to, or use by any person or entity not resident in the United States, or in any jurisdiction where such distribution or use would be contrary to law or regulation or which would subject Rockefeller & Co., Inc. or any affiliate to any registration requirement within such jurisdiction or country. This Website is operated by Rockefeller & Co., Inc. from its offices in the United States, and the information on this Website may not be appropriate or available for use in or from jurisdictions outside the United States. Those who choose to access this Website from other locations do so on their own initiative and are responsible for compliance with applicable local laws. Rockefeller & Co., Inc. makes no warranties that materials on this Website are appropriate for use in countries other than the United States. You may not use or export the materials on this Website in violation of U.S. export laws and regulations.

These Terms of Use, and any issues relating to the information available on this Website, are to be governed exclusively by the laws of the State of New York, excluding the application of its conflicts of law rules, and the federal laws of the United States, to the extent applicable. The use of this Website constitutes your irrevocable agreement that the federal and state courts located in New York City, New York have the sole and exclusive jurisdiction over any dispute relating to this Website and the information contained in it.

Material to be Consulted in its Entirety; Severability

All materials on this Website are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions, disclosures, or hedge clauses, they apply to any partial document or material in the same manner as they do to the whole, and will be deemed incorporated in the portion of any material or document that you consult or download. If any provision of these Terms of Use is deemed unlawful, void, or for any reason unenforceable, then that provision will be deemed severable from these terms and will not affect the validity and enforceability of the remaining provisions.

No Investment, Legal or Tax Advice; No Solicitation or Offer

This Website and its content are for informational purposes only. Neither the information nor any opinion contained on this Website constitutes legal, tax or investment advice, or a solicitation or an offer to sell any securities or other financial instruments, or to provide any investment advice or service. Rockefeller & Co., Inc. is not using this Website to provide legal, tax, investment or other advice, and no information or material on this Website may be relied upon for the purpose of making or communicating investment or other decisions. Any decisions based on information contained in this Website are the sole responsibility of the user, and in exchange for using this Website, you agree to hold Rockefeller & Co., Inc. and its affiliates harmless from and against any claims for damages arising from any decisions that you may make based on such information.

Copyrights and Restrictions on the Use of Materials

You acknowledge and agree that this Website contains “Content” (including information, data, software, photographs, graphics, text, images, logos, icons, typefaces, audio and video material, and other material) that is protected by copyrights, trademarks, or other proprietary rights, and that these rights are valid and protected in all forms, media, and technologies existing now or later developed. The Content is the property of Rockefeller & Co., Inc. and its affiliates or of their respective suppliers or licensors. The compilation (meaning the collection, arrangement, and assembly) of all Content on the Website is the exclusive property of Rockefeller & Co., Inc. and is protected by U.S. and international copyright and trademark laws. You may not copy, modify, remove, delete, augment, add to, publish, transmit, participate in the transfer, license or sale of, create derivative works from, or in any way exploit any of the Content, in whole or in part, except as specifically permitted herein. If no specific restrictions are displayed, you may make one copy of select portions of the Content, provided that (1) the copy is made only for your personal information and non-commercial use, (2) you do not alter or modify the Content in any way, and (3) you maintain any notices contained in the Content, such as all copyright notices, trademark legends, or other proprietary rights notices. Except as provided in the preceding sentence or as permitted by the fair use privilege under U.S. copyright laws, you may not upload, post, reproduce, perform, or distribute any Content in any way without obtaining the express permission of Rockefeller & Co., Inc.

No Warranty and Limitation on Liability; Communications Are Not Confidential

The information and materials contained on this Website are provided “as is” and Rockefeller & Co., Inc. does not warrant the accuracy, adequacy, or completeness of any such information or materials, and expressly disclaims liability for errors or omissions in such information and materials. Any dated information is published as of its date only, and we do not undertake any obligation or responsibility to update or amend any such information. No warranty of any kind, implied, express or statutory, including but not limited to the warranties of non-infringement of third party rights, title, merchantability, fitness for a particular purpose and freedom from computer virus, is given in conjunction with the information and materials.

Rockefeller & Co., Inc. does not warrant that use of the Website will be uninterrupted or error-free. Users are responsible for taking all precautions necessary to ensure that any information and materials they may obtain from or through this Website is free of viruses and other disabling contamination. Information submitted to this Website should be considered neither secure nor confidential. Rockefeller & Co., Inc. makes no representation whatsoever concerning the security or confidentiality of such information and specifically makes no representation that any information submitted through this Website will be received by Rockefeller & Co., Inc. IN NO EVENT WILL ROCKEFELLER & CO., INC. BE LIABLE FOR ANY DAMAGES, INCLUDING WITHOUT LIMITATION, DIRECT OR INDIRECT, SPECIAL, INCIDENTAL, or CONSEQUENTIAL DAMAGES, LOSSES, OR EXPENSES ARISING IN CONNECTION WITH THIS WEBSITE OR ITS USE, OR THE INABILITY TO USE, BY ANY PARTY, OR IN CONNECTION WITH ANY FAILURE OF PERFORMANCE, ERROR, OMISSION, INTERRUPTION, DEFECT, DELAY IN OPERATION OR TRANSMISSION, COMPUTER VIRUS OR LINE OR SYSTEM FAILURE, EVEN IF ROCKEFELLER & CO., INC. OR ITS REPRESENTATIVES, ARE ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, LOSSES OR EXPENSES.

Use of Links

Use of any links contained on this Website is at your own risk. The content to which you link has not been developed, checked for accuracy or otherwise reviewed by Rockefeller & Co., Inc., which makes no guarantees or representations as to, and shall have no liability for, any third-party Website or content, including without limitation, the accuracy, subject matter, quality or timeliness of any electronic content. You hereby waive any claim you might have against Rockefeller & Co., Inc. and its affiliates with respect to such other Websites.

Website Security and Restrictions on Use

As a condition to your use of this Website, you agree that you will not, and you will not take any action intended to: (i) access data that is not intended for you; (ii) invade the privacy of, obtain the identity of, or obtain any personal information about any other user of this Website; (iii) probe, scan or test the vulnerability of this Website or Rockefeller & Co., Inc.’s network or breach security or authentication measures; (iv) attempt to interfere with service to any user, host, or network or otherwise attempt to disrupt Rockefeller & Co., Inc.’s business; or (v) send unsolicited mail, including promotions and/or advertising of products and services. Unauthorized use of the Website, including but not limited to unauthorized entry into Rockefeller & Co., Inc.’s systems, misuse of passwords, or misuse of any information posted to a Website, is strictly prohibited. Portions of the Website are designated for password access only. In these instances, if you do not have an authorized password, no access is permitted.

Confidentiality and Password Security

Certain parts of this Website may be protected by passwords or require a login. You are responsible for maintaining the confidentiality of any user names, passwords, security questions and answers. All information available through the privileged area of the site is confidential. This includes all investment information and results, offering materials and regulatory notices, financial statements, and other information provided through this part of the Website.

You will use your best efforts to keep this information strictly confidential. You will not disclose this information to any unauthorized person or use it for any unauthorized purpose.

Communications Are Not Confidential

Information submitted to this Website should not be considered secure or confidential, and Rockefeller & Co., Inc. makes no representations whatsoever concerning the security of confidentiality of such information and specifically makes no representation that any information submitted through this Website will be received by Rockefeller & Co., Inc. If you are a Rockefeller & Co., Inc. client, please send any electronic communications directly to your Client Advisor.

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Privacy Statement

Privacy Policy

Rockefeller & Co., Inc. and its affiliates (Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and the investment vehicles they manage or administer) are required by law to provide you with a description of our policies on collecting and protecting personally identifiable information as it relates to individual clients. Although we are complying with this law, you should know that this notice does not represent a change from what has always been our policy.

We know that you value your privacy, and so we do not disclose your personal information to unaffiliated third parties unless it is required or permitted by law (e.g., to a governmental authority), directed by you, or necessary to provide our services to you or on your behalf. We do not sell client personal information to anyone.

Rockefeller & Co., Inc. collects and maintains personal information so we can provide you with wealth and investment management, investment advisory, information management and family office services and manage our business. The types and categories of information we collect and maintain about you might include, for example:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, email address, telephone number, social security number, financial and tax information and investment and estate planning goals);
  • Information about your transactions with us and others, or that we generate to service your account (such as trade confirmations and account statements); and
  • Information that we may receive from third parties with respect to your account (such as trade confirmations from brokerage firms, or bank statements or information from other financial services providers and advisors).

As stated above, unless required or permitted by law (e.g., to a governmental authority), we do not disclose personal information about our clients or former clients to nonaffiliated third parties except in order to enable us to provide our wealth and investment management, investment advisory, information management and family office services to you. Examples of such disclosures might include:

  • Disclosures to third parties in connection with furthering your investment goals (such as providing necessary information about you to facilitate your making investments or receiving services; examples of such third parties would include investment sub-advisors, custodial institutions and brokerage houses);
  • Disclosures to third parties needed to service your account (such as providing information to auditors and tax service providers); and
  • Disclosures to third parties, who themselves are subject to confidentiality requirements, that perform or provide services for us or on our behalf involving your account information (such as technology consultants who assist us in maintaining or operating our computer and duplicating systems).

We maintain policies and procedures directed towards preserving the privacy of the personal information that we collect and maintain. These safeguards are designed to assure the security and confidentiality of your records and personal information, to protect against foreseeable threats or hazards to the security of this information and to protect against its unauthorized use. These measures include:

  • Physical, electronic and procedural safeguards to keep personal information secure; and
  • Requiring third parties to whom disclosures of personal information are made to maintain the confidentiality of that information.

We may amend this policy at any time and as may be required by law.

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Terms of Use

Our
Approach

Rockefeller & Co. provides comprehensive wealth advisory services to help clients grow their assets, diversify their holdings, and maintain a legacy for future generations.

Our team has a deep understanding of the financial challenges facing individuals, families, family offices, foundations, endowments, and non-profit institutions. Our advisory services are guided by our expertise in seeking to provide effective solutions that reflect the particular dynamics of a client’s specific circumstances.

Our
Services

Driven by our commitment to client interests and by our independent, collaborative culture, Rockefeller & Co.’s range of services is designed to be comprehensive, yet customizable. We offer investment advisory, trust company, Outsourced Chief Investment Officer (OCIO) services, and family office services in seeking to help clients meet their complex financial needs.

After a thorough review of a client’s circumstances and needs, our advisory team constructs an in-depth, actionable plan to address targeted goals. This service is customizable and may involve multiple disciplines, with a holistic perspective on identifying the most appropriate approach to pursue.

Rockefeller & Co. takes a long-term approach to wealth planning. While some individuals, families, family offices, foundations, endowments, and non-profit institutions tend to focus their financial efforts primarily on investment returns, we formulate approaches that seek to preserve wealth, help clients prepare for future needs, and assess legacy goals for future generations. We apply our extensive experience across an integrated array of services:

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Trust & Estate Planning

Asset Allocation & Entity Selection

Cash Flow & Liquidity Planning

Governance Planning

Intergenerational Wealth Transfer

Business Succession

Advisory Coordination

Wendy Xu
Investment Research Analyst

To help our clients pursue their investment goals, Rockefeller & Co. offers investment expertise and advice to personalize asset allocation and investment plans.

The core of our service is based on the objective investment advice we seek to provide, supported by an open-architecture wealth management platform.

Our Client Process

First, Rockefeller & Co.’s wealth advisors help to identify a client’s goals. Through a review of the existing portfolio—followed by a consideration of cash flow needs, objectives, and risk tolerances—our team works with the client to develop a tailored approach which may, based on the client’s preferences, include developing an investment policy statement or enhancing a pre-existing policy statement.

Asset Allocation

We also help our clients decide on asset and style allocations. Our allocation recommendations may incorporate a variety of vehicles, including Rockefeller & Co.’s own investment strategies, our network of third party managers, mutual funds, ETFs, alternative strategies, private equity funds, and more as may be appropriate. As an independent investment adviser, we seek to provide strategy recommendations to our clients with their best interests in mind.

Equities

Rockefeller & Co.’s skilled and collaborative equity analysts and portfolio managers make decisions based on a global perspective and long-term objectives.

Fixed Income Securities

Rockefeller & Co.’s taxable fixed income strategy focuses on investment grade bonds. When considering tax-exempt securities, we focus on higher quality municipal bonds backed by solid collateral. Our overall objective for investing in fixed income securities is to generate current income and preserve principal income.

Mutual Funds

We maintain a platform of “long only” third party mutual funds, which include both active and passive strategies. For more information on the mutual fund platform, please click here.

Manager Selection and Outsourced Chief Investment Officer Services

Rockefeller & Co.’s independence as an investment advisory firm is an important component of our open architecture platform. Rockefeller & Co.’s advice is driven by an independent analysis of opportunities in line with our clients’ objectives, viewed within our long-term, global perspective.

Where appropriate, we seek to objectively identify the external resources (e.g., managers, strategies and funds) that we believe most effectively match a client’s needs. Furthermore, we believe that the results of our external search process is enhanced by the insight of our own seasoned asset management professionals.

Certain clients—including endowments, family offices, and both non-profit and for-profit institutions—may have needs that are well-suited for our OCIO services. In the OCIO dynamic, Rockefeller & Co. essentially becomes the de-facto investing function for the client. We can provide OCIO services on either a discretionary or non-discretionary basis, with our focus on objective advice and risk management.

Elizabeth p. Munson
President of Rockefeller Trust Companies

Trust and other fiduciary services are provided through the Rockefeller Trust Companies. Akin to the other areas of our business, trust officers and professionals from Rockefeller Trust Company, N.A. (RTC) and The Rockefeller Trust Company Delaware (RTC-Del) work collaboratively with clients in seeking to develop, enhance, and act on tailored, personalized trust plans–to provide advice on fiduciary considerations, tax implications, regulatory developments, and other relevant guidance.

Rockefeller Trust Company, N.A

Rockefeller Trust Company, N.A. is a federally chartered limited purpose trust bank that provides personal fiduciary services either as a trustee, co-trustee, agent for individual trustees of trusts, or as a fiduciary and/or agent for other fiduciary relationships (including but not limited to estates). RTC provides fiduciary administration services, including tax preparation and tax compliance services and delegates investment management activities to Rockefeller & Co.





The Rockefeller Trust Company (Delaware)

The Rockefeller Trust Company (Delaware) serves clients throughout the country from its Wilmington, Delaware office and is positioned to help clients create and administer certain types of trusts that are not available in many other states, such as asset protection trusts, directed trusts, and trusts in which a corporate trustee can function solely as an administrative trustee. Like RTC, RTC-Del also provides a complete array of fiduciary services and delegates investment management activities to Rockefeller & Co.

The Rockefeller Trust Companies’ services include:

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Corporate trustee

Agent to individual trustee(s)

Delaware trustee (RTC-Del only)

Directed / administered trustee (RTC-Del only)

Fiduciary oversight

Executor

Fiduciary tax preparation

Foundation & charitable trust management

Through our Family Office Services, we are able to provide the expertise derived from our beginnings as the Rockefeller family office to offer comprehensive services to our clients and their related partnerships, foundations, and other entities.

Rockefeller & Co.’s broad offering includes, but is not limited to, tax services, accounting, financial planning, budgeting and bill paying. Our dedicated staff of professionals can provide an array of services necessary for a family office, from assistance with lending, insurance, and banking matters to financial reporting, and more.

Our Wealth Advisory Team

Raymond N. Wareham is the Head of Wealth Advisory, Managing Director and Senior Client Advisor of Rockefeller & Co. Ray advises high net worth individuals, families and family offices, in addition to working on growth-oriented initiatives for the firm. Prior to joining Rockefeller & Co. in 2012, Ray was a Senior Managing Director for Bernstein Global Wealth Management. At Bernstein, he served in a number of roles, including as a senior portfolio manager and as head of the Wealth Management Group, which provided investment planning and asset allocation research and advice to clients. Most recently, he headed the Boston Office for the private client business. Ray previously spent twenty-four years at J.P. Morgan in corporate finance, M&A, and underwriting capacities in New York, London, and Tokyo. Ray received an M.B.A. from Harvard Business School and a B.S. in Industrial Engineering/Computer Science with distinction from Northwestern University. He also served as a Lieutenant in the United States Navy. He is a former Trustee and Board Chair, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.

John M. Abate, CPA is a Vice President and Senior Trust Accountant at The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), John spent 7 years as a Team Leader and Assistant Vice President  for the fiduciary and the estate group at PNC Bank, N.A. Previously, John was a Vice President and Senior Tax Officer at the Glenmede Trust Company and a Tax Senior at PricewaterhouseCoopers LLP. He is a Certified Public Accountant, licensed in Pennsylvania.  He holds a B.S. in Business Administration from Gannon College and a M.S. in Taxation/Certified Financial Planning from Widener University.

Angela K. Ardolic, is a Managing Director of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 2002, Angela was a Tax Associate for a private single family office in New York City. Angela is an Enrolled Agent with the Internal Revenue Service. She received an M.S. in Accounting from St. John’s University and a B.S. in Accounting from St. John’s University. Angela is the Treasurer of The Woodstock Foundation and the Assistant Treasurer of The Woodstock Resort Corp. both located in Woodstock, VT.

Jennifer M. Baker is a Vice President and a Client Advisor at Rockefeller & Co., Inc., where she focuses on business development in addition to working with families, foundations and endowments. Prior to joining the Wealth Advisory Group, Jennifer was an Associate in the Office of the Chief Executive and worked on a range of strategic projects and initiatives. Before joining the Firm in 2011, Jennifer worked in equity research at both Lehman Brothers and Merrill Lynch and as an investment banking analyst at Merrill Lynch. Jennifer graduated cum laude from Trinity College with a B.A. in political science and received an M.B.A. from the University of Virginia Darden School of Business.

Joseph C. Brown, CTFA, is a Vice President and Senior Trust Accountant of The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), Joseph spent eight years as a Senior Fiduciary Tax Officer at JPMorgan Chase Bank N.A.  He was responsible for preparing and reviewing various trust and individual tax returns for high net worth clients. Previously, Joseph was a Tax Associate with PricewaterhouseCoopers LLP’s international tax department. He is a Certified Trust & Financial Advisor. He holds a BBA with a major in Accounting from Temple University.

Russell Bowman is a Vice President and Client Advisor in the Wealth Advisory Group. Russell works closely with individuals, families, and institutions to develop customized financial strategies that align with their goals and values. He collaborates with in-house specialists to devise and implement integrated initiatives in investment management, including socially innovative investments; trust and estate planning services; and philanthropy. He received an M.B.A. from Columbia Business School and a B.A. in Marketing from Kutztown University of Pennsylvania. He is a Certified Financial Planner™ and has also completed a certificate program in Financial Planning from New York University.

Jeannie Chon-Rizzo, CTFA, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2009, Jeannie spent ten years at Geller & Company as Supervising Senior responsible for all tax matters for Michael Bloomberg and the Bloomberg shareholders. Previously, Jeannie worked at KPMG, LLP. She is a Certified Trust & Financial Advisor and an enrolled agent. She holds a B.A. in Economics from Boston University.

Vernon C. Cole is a Vice President and Client Advisor in the Wealth Advisory Group of Rockefeller & Co. He works closely with the Client Advisors to provide monitoring of client accounts for the implementation and execution of investment strategy, and acts as a point of contact for clients and their fiduciaries for of their day-today needs.  Vernon joined Rockefeller & Co. in 2004 and has more than 20 years industry experience.  Prior to joining Rockefeller & Co., Vernon served for 6 years as a Vice President for Deutsche Bank in the Private Bank/Private Wealth Management.  He also served as an Assistant Treasurer for JPMorgan Chase in their Global Investment Services Department. Vernon is a Certified Financial Planner™ professional and completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies.  He holds a B.A. in Economics from Rutgers College, The State University of New Jersey. Vernon is also a member of the Financial Planning Association® (FPA®) in both the New York and National chapters.

Paul J. Crotty is a Vice President and Client Advisor, providing client service to high net worth individuals, trusts, endowments and foundations, while also focusing on working with clients to develop an overall investment strategy based on each client's distinct profile and objectives. Paul joined the firm in 2004. Before assuming his current role, Paul was a Portfolio Analyst in the Portfolio Analytics and Risk Management Group. Prior to that, he worked in the Database Administration Group within Rockit Solutions, LLC. Paul holds a B.A. in Economics and Politics from University College Dublin.

Patrick A. Fischoeder is a Vice President and Client Advisor for Rockefeller & Co., based in Boston. He works with high net worth individuals, families, endowments and foundations. Prior to joining Rockefeller & Co. in 2014, Patrick served as a Financial Advisor within the area of Global Wealth Management at Morgan Stanley.  He previously worked in Institutional Sales and Relationship Management at Bank of America Securities, Premier Equity Group.   Patrick also focused on Institutional Equity Sales at America’s Growth Capital, Adams Harkness & Hill, JP Morgan and Hambrecht & Quist. Patrick holds a B.A. from Connecticut College.  He serves on the Board of Overseers at the Epiphany School in Boston, and on the Board of Directors of the Francis Ouimet Scholarship Fund.

Matthew D. Gelfand, Ph.D., CFA, CFP® is a Senior Economist, Senior Investment Advisor and a Managing Director of Rockefeller & Co., based in Washington, D.C. Prior to joining Rockefeller & Co. in 2010, Matt was with several institutional investment-advisory firms, including Strategic Investment Group where he was responsible for more than $1.2 billion of globally diversified assets, and Calvert Group, a leader in socially responsible investing.  He also worked as an economist with the Federal Reserve Board and Wharton Econometric Forecasting Associates.  Matt is a Chartered Financial Analyst charter holder and a Certified Financial PlannerTM professional. He received a Ph.D. from the University of Pennsylvania and a B.A. from Yale College, both in Economics. Matt was on the board of directors and remains on the investment policy committee of the Forward Association, a nonprofit founded in 1898, and is on the investment committee of the Wallace Global Fund, a private foundation.

Susan Goldstein, CPA, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2010, Susan spent over two years as a Client Relationship Manager working with high net-worth clients at Geller Family Office Services, LLC. Previously, Susan was a Client Relationship Manager at Lincoln Financial Advisors, doing business as Spectrum Consulting, in Irvine, CA. She also spent a year as a Financial Planning Analyst at U.S. Trust Company. Susan started her accounting career at Ernst & Young, LLP in New York, NY, first as an Auditor for financial services companies and then as a Senior Tax Accountant preparing and reviewing trust and estate tax returns. Susan is a Certified Public Accountant licensed in New York and is a Certified Trust & Financial Advisor, as well as a member of the Human Factors and Ergonomics Society. She holds a B.A. in Cognitive Science from the University of Rochester and an M.S. in Accounting from the State University of New York at Albany.

Farha-Joyce Haboucha, CFA, is a Senior Investment Advisor, a Special Advisor for Sustainability and Impact Investing and a Managing Director of Rockefeller & Co. She previously served as the Director of Sustainability & Impact Investing and as a Senior Portfolio Manager within the Investment Group. Prior to joining Rockefeller & Co. in 1997, Joyce worked for ten years as a Senior Portfolio Manager and Co-Director of Socially Responsive Investment Services at Neuberger Berman. She was previously with Manufacturers Hanover Trust as a Vice President and Group Head of the Personal Trust Investment, Private Banking and Securities Division and served at Union Trust Company as a Senior Investment Officer, Portfolio Manager and Manager of Research. Joyce is a Chartered Financial Analyst charter holder. She received a B.A. in Comparative Literature from Columbia University. Joyce serves on the Board of the Carbon Disclosure Project USA, the Advisory Board of the Heron Foundation's Community Investment Index, the International Corporate Governance Network Working Group on Integrated Reporting and on the Council of the International Integrated Reporting Council. Joyce has served on the Investment Policy Committee of the Financial Women’s Association of New York, and the Advisory Committee for the Socially Responsible Investment Fund of the Haas Business School at the University of California at Berkeley. Joyce is a former Chairman of the Social Venture Network and also served on the Investment Committee of the United Methodist Church, the board of FTSE4GOOD USA Advisory Committee and several non-profit organizations.

Tamar Manuelian Ioffe is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Tamar’s responsibilities include advising wealthy families on their overall financial planning and evaluating and supervising their investments. Prior to joining Rockefeller & Co. in 1998, Tamar was highly respected in the arts administration field, having served for five years as Orchestra Manager of the Rochester Philharmonic Orchestra. She received an M.B.A. from Columbia Business School and a B.B.A. in International Business from Hofstra University.

John H. Leahy, MST, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2015, Jack spent seven years at Thomson Reuters and then EY (who purchased the outsourcing division from Thomson Reuters) as a manager in the outsourcing area, managing and overseeing teams that produced Fiduciary Income Tax Returns and Forms 1099 for various clients of both organizations. Prior to Thomson Reuters and EY Jack worked as a Special Education Teacher for five years and spent seventeen years at Fiduciary Trust Company International as a Vice President in the Fiduciary Income Tax and Information Reporting division. He holds a B.S. in Accounting from St. Peter’s University in New Jersey. He also holds an M.S. in Taxation from St. John’s University in New York.

Susan E. Leitner, CPA, is a Vice President of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company N.A. in 2000, Sue spent fourteen years as a Tax Compliance Manager at Ernst & Young. Previously, Sue was with Manufacturers Hanover serving as an accountant in the Trust Department. She is a Certified Public Accountant, licensed in New York, a Certified Trust & Financial Advisor. Sue holds a B.S. in Accounting from the State University of New York at Albany and a Paralegal Degree from NYU.

Jane F. Lilienthal, CPA, CFP®, is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 1987, Jane was a Tax Supervisor with Coopers and Lybrand. Jane is a Certified Financial PlannerTM professional. She received an M.B.A. in Accounting/Tax from Babson College and a B.S. in Chemistry from Brown University. She is a Certified Public Accountant in the State of New York, a member of the American Institute of Certified Public Accountants, a member of the NYSSCPA Investment Committee, a member of the FAE Investment Committee and the Family Office and Estate Planning Committees of the New York State Society of Certified Public Accountants, and a member of the Institute of Certified Financial Planners.

Bruce W. Lombardi is a Senior Investment Advisor and a Managing Director of Rockefeller & Co. Bruce works with high net worth individuals, families and not-for-profit clients to develop an overall investment strategy based on each client's distinct profile and objectives. Prior to joining Rockefeller & Co. in 2011, Bruce served as a Managing Director and Senior Wealth Manager for JP Morgan Chase where, during an 18-year career, he delivered investment, wealth advisory and open architecture advice to clients. He began his career as an equity analyst at The Life Insurance Company of Georgia and was a personal trust portfolio manager in the private bank at The National Bank of Georgia in Atlanta.  Bruce received an M.B.A. from The George Washington University Graduate School of Business and a B.A. in History from The George Washington University.  He is a member of the New York Society of Security Analysts.

Karin McNair is a Vice President and Trust & Estates Advisor with The Rockefeller Trust Company, N.A.  Prior to joining Rockefeller Trust Company, N.A. in 2013, Karin spent eight years as an associate in the Trusts and Estates practice group at Hughes Hubbard & Reed LLP, specializing in estate planning for high net worth individuals.  Karin holds a J.D. from Columbia Law School and a B.A. in English and Art History from Vanderbilt University.

Elisabeth “Lisi” Madden Mullen is a Vice President of The Rockefeller Trust Company, N.A.  Prior to joining the Rockefeller Trust Company, Lisi was an associate with Milbank, Tweed, Hadley & McCloy, LLP for seven years, focusing on estate planning and administration of trusts and estates.  Lisi holds a B.A. from the University of Pennsylvania and a M.Sc. from the London School of Economics.  She also holds a J.D. from Vanderbilt University Law School and an Advanced Certificate in the field of Estate Planning from New York University School of Law.  Lisi is a member of the New York State Bar Association.

Victoria T. Melendez, CFA, is a Senior Portfolio Manager and a Managing Director of Rockefeller & Co. Victoria works primarily in an investment advisory capacity to high net worth families, foundations and endowments. Prior to joining Rockefeller & Co. in 1998, Victoria was with Morgan Stanley International in Tokyo and London from 1993 to 1998, Jardine Fleming Securities in Tokyo from 1990 to 1993 and International Financial Markets (a hedge fund) in London from 1988 to 1990. She also worked at Milbank Tweed Hadley & McCloy and at Cleary Gottlieb as a tax and corporate attorney. She has extensive international experience, having worked in Tokyo for eight years and in London for four years. She is proficient in Japanese, which she studied as an undergraduate. Victoria is a Chartered Financial Analyst charter holder. She received a J.D. from Harvard Law School, an M.B.A. from Harvard Business School and an A.B. from Harvard College. She is a member of the New York State Bar Association.

James M. Mulvaney, CPA, is a Managing Director and Head of Wealth Advisory Support of Rockefeller & Co. and the Senior Vice President of Systems & Operations of Rockefeller Trust Company, N.A. and a Senior Vice President of The Rockefeller Trust Company (Delaware).  Prior to joining the Rockefeller Trust Company in 2000, Jim spent nine years as the Tax Manager responsible for all internal tax matters at Debevoise & Plimpton, LLP. Previously, Jim was with BDO Seidman and Withum, Smith & Brown. He is a Certified Public Accountant, licensed in New York and New Jersey, and is a Certified Trust & Financial Advisor. He holds a B.S. in Accounting and Economics from Boston College and an M.S. in Taxation from Fordham University.

Elizabeth P. Munson is the President of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is also a Managing Director and Senior Client Advisor of Rockefeller & Co. As an advisor to high-net-worth individuals, families and family offices, Liz specializes in trust and estate planning and philanthropic matters. Prior to joining Rockefeller & Co. in 2001, Liz was a partner in the Private Clients Group at White & Case, LLP, where she practiced from 1983. Liz received an L.L.M. in taxation from New York University School of Law, a J.D. from the Harvard Law School and a B.A. in English from Yale College. She is extensively involved in non-profit organizations, including positions as Board Chair of Lenox Hill Neighborhood House, Vice President and Secretary of Sheltering Arms Children and Family Services, Secretary of FWWB (Friends of Women’s World Banking)/USA, and Secretary of the Cancer Schmancer Foundation. She is also a director of CPA®17 and CPA®18, which are real estate investment trusts advised by WP Carey & Co. LLC.

Pamela Murray is a Managing Director and Senior Client Advisor at Rockefeller & Co. She is based in the firm’s Boston office and is responsible for business development and client management related to families and non-profits. Prior to joining Rockefeller & Co. in 2011, Pam was a Principal with Bessemer Trust Company, where she led client-acquisition strategy and sales in New England. Pam previously worked as a Senior Vice President at Fidelity Investments working closely with sales, client service and internal operations teams to serve the needs of wealthy families. Pam completed the Securities Industry Association (“SIA”) Program at the Wharton School of the University of Pennsylvania and received a B.A. in Government from Georgetown University. She is a Director and former Board Chair of Economic Mobility Pathways (EMPath), and serves on the Leadership Council of the Boston Conservatory at Berklee. Pam is a member of the Boston Estate Planning Council.

Mark J. Panarese is a Senior Client Advisor and a Managing Director of Rockefeller & Co., based in Boston.  He is also a member of the Manager Selection Committee.  He works with high net worth individuals and families as well as non-profit organizations.  Prior to joining Rockefeller & Co. in 2004, Mark spent six years at the Boston-based, wealth management firm of Atlantic Trust/Pell Rudman where, in addition to advising clients, he directed business development and served on its Executive Committee. He previously worked in the private client groups of Goldman Sachs, Credit Suisse First Boston and Bear Stearns Asset Management. Mark received an M.B.A. in Finance from the Wharton School of the University of Pennsylvania and an A.B. in American History from Harvard College. He is active in alumni affairs at Milton Academy, his high school alma mater. Mark is a Director of Admirals Bank and a Director of the International Tennis Hall of Fame where he serves on the Investment Committee.

John J. Pettenati is a Managing Director and Senior Client Advisor of Rockefeller & Co. John currently leads the firm’s wealth advisory business development efforts in the New York Office, and advises high net worth families and family offices, as well as their advisors, on investments and wealth planning. John also has experience working with foundations and endowments. Prior to joining Rockefeller & Co., Inc. in 2015, John was a Managing Director and Business Development Officer at Fiduciary Trust Company International for eleven years. Before joining Fiduciary Trust, John spent nearly twenty years in both banking and client development at The Bank of New York. John began his career in the financial services industry at Chemical Bank. John received his B.A. degree in History at Fordham University. He is a member of New York-Presbyterian’s Planned Giving Advisory Council and has served on the boards of the Englewood Hospital Foundation, Fordham College Board of Visitors, Friends of the Hermitage and the National Theatre Workshop for the Handicapped.

Lawrence S. Rapoport, CPA, is the Senior Manager of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 1989, Larry was Vice President of Advisory Services with Independent Financial Services, Inc. Larry is a Certified Public Accountant in New York State and is also a Certified Financial PlannerTM professional. He received an M.S. in Accounting from New York University and a B.S. in Applied Mathematics from the State University of New York at Stony Brook. Larry is the Treasurer of the Greenacre Foundation and was a founding board member and past-president of the Westchester/Rockland Chapter of the International Association for Financial Planning.

Marguerite S. Robinson, CFP®, is a Client Advisor in the Wealth Advisory Group and a Senior Vice President of Rockefeller & Co. Marguerite has 25 years of industry experience, having joined Rockefeller & Co. in 1991.  She works closely with Rockefeller & Co.’s senior management providing a high level of service to high net worth families, trusts, endowments and foundations. Marguerite is a Certified Financial Planner™ professional and has completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies. Marguerite holds a B.A. degree (Honors) from the New School University in New York and a Diploma in Marketing and Merchandising from UCLA Extension in California.  Marguerite is a member of the Financial Planning Association® (FPA®) of New York.

Susan Rowinski is a Client Advisor for Rockefeller & Co. Previously, Susan was a manager of Client Services and Marketing within the Institutional/Investment Only and Open Architecture Group. Prior to joining Rockefeller & Co. in 2000, Susan spent four years at Oppenheimer Capital as Assistant Vice President, where her roles included managing the Consultant Services Group and servicing and maintaining client relationships globally. Susan received her B.S. in Finance from Villanova University.

Marta J. Schmidt, CTFA, is a Trust Accountant of The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), in 2010, Marta’s experience includes work in banking, public accounting and tax preparation companies. She was a Financial Reporting Officer for Wilmington Savings Fund Society, FSB.  Marta is a Certified Trust & Financial Advisor. She is a graduate of the Cannon Financial Institute Personal Trust School. Marta received an M.B.A. in Finance from Wilmington University and holds a B.S. in Business Administration from the University of Delaware.

Louise P. Sclafani, CFA, is a Senior Investment Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 2009, Louise was a portfolio manager and a Managing Director with J.P. Morgan Private Bank where she managed the large capitalization U.S. equity model portfolio for domestic clients. She previously worked as an equity analyst and portfolio manager at Brundage, Story and Rose. Louise is a Chartered Financial Analyst charter holder. She received an M.B.A. in Finance from the Pace University Graduate School of Business, an M.F.S. from the Yale University School of Forestry and Environmental Studies and a B.A. in Biology from Colgate University.

Jessica M. Soucia is a Vice President and Client Advisor with Rockefeller & Co. Prior to joining Rockefeller & Co. in 2010, Jessica was with Brown Brothers Harriman for six years working within the Wealth Management Division. Jessica holds a B.A. from Northeastern University and an M.B.A. from Curry College in Milton, Massachusetts.

George S. Tsandikos is a Senior Client Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co. He works with high net worth individuals, families and family offices, and is a member of the Board of Directors of Rockefeller Trust Company, N.A. Prior to joining Rockefeller & Co. in 2003, George was with J.P. Morgan Private Bank where he worked with clients in the greater New York area while also serving as manager of their Greenwich, CT office. His career with J.P. Morgan began in 1989 in their Trust Department as a Fiduciary Manager before becoming a Client Advisor/Senior Private Banker. Prior to that, he practiced law with Burns & Levinson in Boston, MA. He received a J.D. from Boston College School of Law and an A.B. in Economics from Brown University. George serves as Chairman of the Archbishop Iakovos Leadership 100 Endowment Fund, is a trustee of the Kallinikeion Foundation, and is a member of the Archdiocesan Council of the Greek Orthodox Church of America.

Loraine B. Tsavaris is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Loraine works with high net worth individuals, families and family offices in addition to working on growth-oriented initiatives for the firm. She is a member of the Board of Directors of Rockefeller Trust Company, N.A. Prior to joining Rockefeller & Co. in 2008, Loraine was at U.S. Trust for 37 years where she served across a range of senior-level positions, with a critical role in growing the company's various high wealth businesses. In her last position, she served as Managing Director and Principal of U.S. Trust's Multi-Family Office Group, where she advised the company's wealthiest clients with the most complex needs and developed the company's ultra high net worth business into a national platform. Loraine received a J.D. from Brooklyn Law School and a B.B.A. in Economics from Pace University. She is admitted to practice in New York, Connecticut and the U.S. Supreme Court. She is a Vice President and Trustee of Big Brothers Big Sisters of New York and Trustee of the Council of Senior Centers and Services of New York City.

Leesa Waegele, CTFA is a Vice President and Senior Trust Accountant at The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), Leesa spent eight years the JP Morgan Chase in their Private Bank. For the past 15 years, Leesa has also run a private practice preparing tax returns.  She is a Certified Trust and Financial Advisor and holds a B.S. in Accounting from Goldey Beacom College and an M.B.A. with a concentration in Finance from Goldey Beacom College.

Karen R. Wawrzaszek, CFP®, CTFA, is a Managing Director and Senior Client Advisor. In her role, she advises non-profit organizations, multi-generational families and family offices on wealth strategies, as well as financial and investment planning. Karen serves a member of the firm’s asset allocation and investment policy committees.  She has an expertise in impact investing and holistic financial planning serving as a firm-wide resource. Karen has nearly two decades of wealth management experience with a focus on investment management, trust and estate planning and philanthropic management. Prior to joining Rockefeller & Co., Inc. in 2015, Karen was a Managing Director and Head of Pitcairn’s Washington DC office where she also led the firm’s impact investing initiatives. Previously she held senior roles at U.S. Trust, Laird Norton Tyee and Citi Private Bank. Karen received her B.A. degree in Finance at Wichita State University and has earned the Certified Trust Financial Advisors and Certified Financial Planner designations. Karen is a Board member of the Washington Area Women’s Foundation and serves on the Board of Trustees for the Shakespeare Theatre Company. Karen has a passion for public education reform and is an active community volunteer with City Bridge Foundation. She is also a member of the Family Firm Institute and serves on both the Washington DC and the Northern Virginia Estate Planning Councils.

Christine A. Welch is Vice President and Chief Operating Officer of The Rockefeller Trust Company (Delaware). She is an Enrolled Agent with the Treasury/IRS. Prior to joining the firm, Christine spent four years as the president of a family office, and nearly 14 years in trust tax, management and trust administration at Wilmington Trust Company. She holds a B.A. from the University of Delaware and an M.S. in Taxation from Widener University.

Barry A. Wintner, CFA is a Managing Director and the Head of Manager Selection at Rockefeller & Co. Barry is responsible for advancing the delivery of third-party investment solutions in support of our client advisors. Prior to joining Rockefeller & Co. in 2013, Barry was Senior Vice President of Research and Investments at Protégé Partners. Prior to joining Protégé in 2008, Barry served in various capacities for Asset Alliance Corporation as Senior Managing Director of Research and Investments, and held positions as Director of Research, and Senior Analyst. Barry is a Chartered Financial Analyst charter holder. He received his B.A. in Physics from the University of Pennsylvania, an M.S. in Physics from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University. He is also a member of the Board of Trustees and the Investment Committee of St. Barnabas Hospital in the Bronx.

Wendy Xu is a Vice President and an Investment Analyst focused on third-party manager research and monitoring. Prior to joining Rockefeller & Co., Wendy was a Private Equity and Credit Associate for New Mountain Capital where she helped to identify investment opportunities, build financial analyses, and conduct due diligence. Prior to New Mountain Capital, she was an Investment Banking Analyst at Goldman Sachs. Wendy holds a B.A. in Economics from Princeton University and an M.B.A. from The Wharton School at the University of Pennsylvania.

Raymond N. Wareham is the Head of Wealth Advisory, Managing Director and Senior Client Advisor of Rockefeller & Co. Ray advises high net worth individuals, families and family offices, in addition to working on growth-oriented initiatives for the firm. Prior to joining Rockefeller & Co. in 2012, Ray was a Senior Managing Director for Bernstein Global Wealth Management. At Bernstein, he served in a number of roles, including as a senior portfolio manager and as head of the Wealth Management Group, which provided investment planning and asset allocation research and advice to clients. Most recently, he headed the Boston Office for the private client business. Ray previously spent twenty-four years at J.P. Morgan in corporate finance, M&A, and underwriting capacities in New York, London, and Tokyo. Ray received an M.B.A. from Harvard Business School and a B.S. in Industrial Engineering/Computer Science with distinction from Northwestern University. He also served as a Lieutenant in the United States Navy. He is a former Trustee and Board Chair, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.

John M. Abate, CPA is a Vice President and Senior Trust Accountant at The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), John spent 7 years as a Team Leader and Assistant Vice President  for the fiduciary and the estate group at PNC Bank, N.A. Previously, John was a Vice President and Senior Tax Officer at the Glenmede Trust Company and a Tax Senior at PricewaterhouseCoopers LLP. He is a Certified Public Accountant, licensed in Pennsylvania.  He holds a B.S. in Business Administration from Gannon College and a M.S. in Taxation/Certified Financial Planning from Widener University.

Angela K. Ardolic, is a Managing Director of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 2002, Angela was a Tax Associate for a private single family office in New York City. Angela is an Enrolled Agent with the Internal Revenue Service. She received an M.S. in Accounting from St. John’s University and a B.S. in Accounting from St. John’s University. Angela is the Treasurer of The Woodstock Foundation and the Assistant Treasurer of The Woodstock Resort Corp. both located in Woodstock, VT.

Jennifer M. Baker is a Vice President and a Client Advisor at Rockefeller & Co., Inc., where she focuses on business development in addition to working with families, foundations and endowments. Prior to joining the Wealth Advisory Group, Jennifer was an Associate in the Office of the Chief Executive and worked on a range of strategic projects and initiatives. Before joining the Firm in 2011, Jennifer worked in equity research at both Lehman Brothers and Merrill Lynch and as an investment banking analyst at Merrill Lynch. Jennifer graduated cum laude from Trinity College with a B.A. in political science and received an M.B.A. from the University of Virginia Darden School of Business.

Joseph C. Brown, CTFA, is a Vice President and Senior Trust Accountant of The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), Joseph spent eight years as a Senior Fiduciary Tax Officer at JPMorgan Chase Bank N.A.  He was responsible for preparing and reviewing various trust and individual tax returns for high net worth clients. Previously, Joseph was a Tax Associate with PricewaterhouseCoopers LLP’s international tax department. He is a Certified Trust & Financial Advisor. He holds a BBA with a major in Accounting from Temple University.

Russell Bowman is a Vice President and Client Advisor in the Wealth Advisory Group. Russell works closely with individuals, families, and institutions to develop customized financial strategies that align with their goals and values. He collaborates with in-house specialists to devise and implement integrated initiatives in investment management, including socially innovative investments; trust and estate planning services; and philanthropy. He received an M.B.A. from Columbia Business School and a B.A. in Marketing from Kutztown University of Pennsylvania. He is a Certified Financial Planner™ and has also completed a certificate program in Financial Planning from New York University.

Jeannie Chon-Rizzo, CTFA, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2009, Jeannie spent ten years at Geller & Company as Supervising Senior responsible for all tax matters for Michael Bloomberg and the Bloomberg shareholders. Previously, Jeannie worked at KPMG, LLP. She is a Certified Trust & Financial Advisor and an enrolled agent. She holds a B.A. in Economics from Boston University.

Vernon C. Cole is a Vice President and Client Advisor in the Wealth Advisory Group of Rockefeller & Co. He works closely with the Client Advisors to provide monitoring of client accounts for the implementation and execution of investment strategy, and acts as a point of contact for clients and their fiduciaries for of their day-today needs.  Vernon joined Rockefeller & Co. in 2004 and has more than 20 years industry experience.  Prior to joining Rockefeller & Co., Vernon served for 6 years as a Vice President for Deutsche Bank in the Private Bank/Private Wealth Management.  He also served as an Assistant Treasurer for JPMorgan Chase in their Global Investment Services Department. Vernon is a Certified Financial Planner™ professional and completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies.  He holds a B.A. in Economics from Rutgers College, The State University of New Jersey. Vernon is also a member of the Financial Planning Association® (FPA®) in both the New York and National chapters.

Paul J. Crotty is a Vice President and Client Advisor, providing client service to high net worth individuals, trusts, endowments and foundations, while also focusing on working with clients to develop an overall investment strategy based on each client's distinct profile and objectives. Paul joined the firm in 2004. Before assuming his current role, Paul was a Portfolio Analyst in the Portfolio Analytics and Risk Management Group. Prior to that, he worked in the Database Administration Group within Rockit Solutions, LLC. Paul holds a B.A. in Economics and Politics from University College Dublin.

Patrick A. Fischoeder is a Vice President and Client Advisor for Rockefeller & Co., based in Boston. He works with high net worth individuals, families, endowments and foundations. Prior to joining Rockefeller & Co. in 2014, Patrick served as a Financial Advisor within the area of Global Wealth Management at Morgan Stanley.  He previously worked in Institutional Sales and Relationship Management at Bank of America Securities, Premier Equity Group.   Patrick also focused on Institutional Equity Sales at America’s Growth Capital, Adams Harkness & Hill, JP Morgan and Hambrecht & Quist. Patrick holds a B.A. from Connecticut College.  He serves on the Board of Overseers at the Epiphany School in Boston, and on the Board of Directors of the Francis Ouimet Scholarship Fund.

Matthew D. Gelfand, Ph.D., CFA, CFP® is a Senior Economist, Senior Investment Advisor and a Managing Director of Rockefeller & Co., based in Washington, D.C. Prior to joining Rockefeller & Co. in 2010, Matt was with several institutional investment-advisory firms, including Strategic Investment Group where he was responsible for more than $1.2 billion of globally diversified assets, and Calvert Group, a leader in socially responsible investing.  He also worked as an economist with the Federal Reserve Board and Wharton Econometric Forecasting Associates.  Matt is a Chartered Financial Analyst charter holder and a Certified Financial PlannerTM professional. He received a Ph.D. from the University of Pennsylvania and a B.A. from Yale College, both in Economics. Matt was on the board of directors and remains on the investment policy committee of the Forward Association, a nonprofit founded in 1898, and is on the investment committee of the Wallace Global Fund, a private foundation.

Susan Goldstein, CPA, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2010, Susan spent over two years as a Client Relationship Manager working with high net-worth clients at Geller Family Office Services, LLC. Previously, Susan was a Client Relationship Manager at Lincoln Financial Advisors, doing business as Spectrum Consulting, in Irvine, CA. She also spent a year as a Financial Planning Analyst at U.S. Trust Company. Susan started her accounting career at Ernst & Young, LLP in New York, NY, first as an Auditor for financial services companies and then as a Senior Tax Accountant preparing and reviewing trust and estate tax returns. Susan is a Certified Public Accountant licensed in New York and is a Certified Trust & Financial Advisor, as well as a member of the Human Factors and Ergonomics Society. She holds a B.A. in Cognitive Science from the University of Rochester and an M.S. in Accounting from the State University of New York at Albany.

Farha-Joyce Haboucha, CFA, is a Senior Investment Advisor, a Special Advisor for Sustainability and Impact Investing and a Managing Director of Rockefeller & Co. She previously served as the Director of Sustainability & Impact Investing and as a Senior Portfolio Manager within the Investment Group. Prior to joining Rockefeller & Co. in 1997, Joyce worked for ten years as a Senior Portfolio Manager and Co-Director of Socially Responsive Investment Services at Neuberger Berman. She was previously with Manufacturers Hanover Trust as a Vice President and Group Head of the Personal Trust Investment, Private Banking and Securities Division and served at Union Trust Company as a Senior Investment Officer, Portfolio Manager and Manager of Research. Joyce is a Chartered Financial Analyst charter holder. She received a B.A. in Comparative Literature from Columbia University. Joyce serves on the Board of the Carbon Disclosure Project USA, the Advisory Board of the Heron Foundation's Community Investment Index, the International Corporate Governance Network Working Group on Integrated Reporting and on the Council of the International Integrated Reporting Council. Joyce has served on the Investment Policy Committee of the Financial Women’s Association of New York, and the Advisory Committee for the Socially Responsible Investment Fund of the Haas Business School at the University of California at Berkeley. Joyce is a former Chairman of the Social Venture Network and also served on the Investment Committee of the United Methodist Church, the board of FTSE4GOOD USA Advisory Committee and several non-profit organizations.

Tamar Manuelian Ioffe is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Tamar’s responsibilities include advising wealthy families on their overall financial planning and evaluating and supervising their investments. Prior to joining Rockefeller & Co. in 1998, Tamar was highly respected in the arts administration field, having served for five years as Orchestra Manager of the Rochester Philharmonic Orchestra. She received an M.B.A. from Columbia Business School and a B.B.A. in International Business from Hofstra University.

John H. Leahy, MST, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2015, Jack spent seven years at Thomson Reuters and then EY (who purchased the outsourcing division from Thomson Reuters) as a manager in the outsourcing area, managing and overseeing teams that produced Fiduciary Income Tax Returns and Forms 1099 for various clients of both organizations. Prior to Thomson Reuters and EY Jack worked as a Special Education Teacher for five years and spent seventeen years at Fiduciary Trust Company International as a Vice President in the Fiduciary Income Tax and Information Reporting division. He holds a B.S. in Accounting from St. Peter’s University in New Jersey. He also holds an M.S. in Taxation from St. John’s University in New York.

Susan E. Leitner, CPA, is a Vice President of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company N.A. in 2000, Sue spent fourteen years as a Tax Compliance Manager at Ernst & Young. Previously, Sue was with Manufacturers Hanover serving as an accountant in the Trust Department. She is a Certified Public Accountant, licensed in New York, a Certified Trust & Financial Advisor. Sue holds a B.S. in Accounting from the State University of New York at Albany and a Paralegal Degree from NYU.

Jane F. Lilienthal, CPA, CFP®, is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 1987, Jane was a Tax Supervisor with Coopers and Lybrand. Jane is a Certified Financial PlannerTM professional. She received an M.B.A. in Accounting/Tax from Babson College and a B.S. in Chemistry from Brown University. She is a Certified Public Accountant in the State of New York, a member of the American Institute of Certified Public Accountants, a member of the NYSSCPA Investment Committee, a member of the FAE Investment Committee and the Family Office and Estate Planning Committees of the New York State Society of Certified Public Accountants, and a member of the Institute of Certified Financial Planners.

Bruce W. Lombardi is a Senior Investment Advisor and a Managing Director of Rockefeller & Co. Bruce works with high net worth individuals, families and not-for-profit clients to develop an overall investment strategy based on each client's distinct profile and objectives. Prior to joining Rockefeller & Co. in 2011, Bruce served as a Managing Director and Senior Wealth Manager for JP Morgan Chase where, during an 18-year career, he delivered investment, wealth advisory and open architecture advice to clients. He began his career as an equity analyst at The Life Insurance Company of Georgia and was a personal trust portfolio manager in the private bank at The National Bank of Georgia in Atlanta.  Bruce received an M.B.A. from The George Washington University Graduate School of Business and a B.A. in History from The George Washington University.  He is a member of the New York Society of Security Analysts.

Karin McNair is a Vice President and Trust & Estates Advisor with The Rockefeller Trust Company, N.A.  Prior to joining Rockefeller Trust Company, N.A. in 2013, Karin spent eight years as an associate in the Trusts and Estates practice group at Hughes Hubbard & Reed LLP, specializing in estate planning for high net worth individuals.  Karin holds a J.D. from Columbia Law School and a B.A. in English and Art History from Vanderbilt University.

Elisabeth “Lisi” Madden Mullen is a Vice President of The Rockefeller Trust Company, N.A.  Prior to joining the Rockefeller Trust Company, Lisi was an associate with Milbank, Tweed, Hadley & McCloy, LLP for seven years, focusing on estate planning and administration of trusts and estates.  Lisi holds a B.A. from the University of Pennsylvania and a M.Sc. from the London School of Economics.  She also holds a J.D. from Vanderbilt University Law School and an Advanced Certificate in the field of Estate Planning from New York University School of Law.  Lisi is a member of the New York State Bar Association.

Victoria T. Melendez, CFA, is a Senior Portfolio Manager and a Managing Director of Rockefeller & Co. Victoria works primarily in an investment advisory capacity to high net worth families, foundations and endowments. Prior to joining Rockefeller & Co. in 1998, Victoria was with Morgan Stanley International in Tokyo and London from 1993 to 1998, Jardine Fleming Securities in Tokyo from 1990 to 1993 and International Financial Markets (a hedge fund) in London from 1988 to 1990. She also worked at Milbank Tweed Hadley & McCloy and at Cleary Gottlieb as a tax and corporate attorney. She has extensive international experience, having worked in Tokyo for eight years and in London for four years. She is proficient in Japanese, which she studied as an undergraduate. Victoria is a Chartered Financial Analyst charter holder. She received a J.D. from Harvard Law School, an M.B.A. from Harvard Business School and an A.B. from Harvard College. She is a member of the New York State Bar Association.

James M. Mulvaney, CPA, is a Managing Director and Head of Wealth Advisory Support of Rockefeller & Co. and the Senior Vice President of Systems & Operations of Rockefeller Trust Company, N.A. and a Senior Vice President of The Rockefeller Trust Company (Delaware).  Prior to joining the Rockefeller Trust Company in 2000, Jim spent nine years as the Tax Manager responsible for all internal tax matters at Debevoise & Plimpton, LLP. Previously, Jim was with BDO Seidman and Withum, Smith & Brown. He is a Certified Public Accountant, licensed in New York and New Jersey, and is a Certified Trust & Financial Advisor. He holds a B.S. in Accounting and Economics from Boston College and an M.S. in Taxation from Fordham University.

Elizabeth P. Munson is the President of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is also a Managing Director and Senior Client Advisor of Rockefeller & Co. As an advisor to high-net-worth individuals, families and family offices, Liz specializes in trust and estate planning and philanthropic matters. Prior to joining Rockefeller & Co. in 2001, Liz was a partner in the Private Clients Group at White & Case, LLP, where she practiced from 1983. Liz received an L.L.M. in taxation from New York University School of Law, a J.D. from the Harvard Law School and a B.A. in English from Yale College. She is extensively involved in non-profit organizations, including positions as Board Chair of Lenox Hill Neighborhood House, Vice President and Secretary of Sheltering Arms Children and Family Services, Secretary of FWWB (Friends of Women’s World Banking)/USA, and Secretary of the Cancer Schmancer Foundation. She is also a director of CPA®17 and CPA®18, which are real estate investment trusts advised by WP Carey & Co. LLC.

Pamela Murray is a Managing Director and Senior Client Advisor at Rockefeller & Co. She is based in the firm’s Boston office and is responsible for business development and client management related to families and non-profits. Prior to joining Rockefeller & Co. in 2011, Pam was a Principal with Bessemer Trust Company, where she led client-acquisition strategy and sales in New England. Pam previously worked as a Senior Vice President at Fidelity Investments working closely with sales, client service and internal operations teams to serve the needs of wealthy families. Pam completed the Securities Industry Association (“SIA”) Program at the Wharton School of the University of Pennsylvania and received a B.A. in Government from Georgetown University. She is a Director and former Board Chair of Economic Mobility Pathways (EMPath), and serves on the Leadership Council of the Boston Conservatory at Berklee. Pam is a member of the Boston Estate Planning Council.

Mark J. Panarese is a Senior Client Advisor and a Managing Director of Rockefeller & Co., based in Boston.  He is also a member of the Manager Selection Committee.  He works with high net worth individuals and families as well as non-profit organizations.  Prior to joining Rockefeller & Co. in 2004, Mark spent six years at the Boston-based, wealth management firm of Atlantic Trust/Pell Rudman where, in addition to advising clients, he directed business development and served on its Executive Committee. He previously worked in the private client groups of Goldman Sachs, Credit Suisse First Boston and Bear Stearns Asset Management. Mark received an M.B.A. in Finance from the Wharton School of the University of Pennsylvania and an A.B. in American History from Harvard College. He is active in alumni affairs at Milton Academy, his high school alma mater. Mark is a Director of Admirals Bank and a Director of the International Tennis Hall of Fame where he serves on the Investment Committee.

John J. Pettenati is a Managing Director and Senior Client Advisor of Rockefeller & Co. John currently leads the firm’s wealth advisory business development efforts in the New York Office, and advises high net worth families and family offices, as well as their advisors, on investments and wealth planning. John also has experience working with foundations and endowments. Prior to joining Rockefeller & Co., Inc. in 2015, John was a Managing Director and Business Development Officer at Fiduciary Trust Company International for eleven years. Before joining Fiduciary Trust, John spent nearly twenty years in both banking and client development at The Bank of New York. John began his career in the financial services industry at Chemical Bank. John received his B.A. degree in History at Fordham University. He is a member of New York-Presbyterian’s Planned Giving Advisory Council and has served on the boards of the Englewood Hospital Foundation, Fordham College Board of Visitors, Friends of the Hermitage and the National Theatre Workshop for the Handicapped.

Lawrence S. Rapoport, CPA, is the Senior Manager of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 1989, Larry was Vice President of Advisory Services with Independent Financial Services, Inc. Larry is a Certified Public Accountant in New York State and is also a Certified Financial PlannerTM professional. He received an M.S. in Accounting from New York University and a B.S. in Applied Mathematics from the State University of New York at Stony Brook. Larry is the Treasurer of the Greenacre Foundation and was a founding board member and past-president of the Westchester/Rockland Chapter of the International Association for Financial Planning.

Marguerite S. Robinson, CFP®, is a Client Advisor in the Wealth Advisory Group and a Senior Vice President of Rockefeller & Co. Marguerite has 25 years of industry experience, having joined Rockefeller & Co. in 1991.  She works closely with Rockefeller & Co.’s senior management providing a high level of service to high net worth families, trusts, endowments and foundations. Marguerite is a Certified Financial Planner™ professional and has completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies. Marguerite holds a B.A. degree (Honors) from the New School University in New York and a Diploma in Marketing and Merchandising from UCLA Extension in California.  Marguerite is a member of the Financial Planning Association® (FPA®) of New York.

Susan Rowinski is a Client Advisor for Rockefeller & Co. Previously, Susan was a manager of Client Services and Marketing within the Institutional/Investment Only and Open Architecture Group. Prior to joining Rockefeller & Co. in 2000, Susan spent four years at Oppenheimer Capital as Assistant Vice President, where her roles included managing the Consultant Services Group and servicing and maintaining client relationships globally. Susan received her B.S. in Finance from Villanova University.

Marta J. Schmidt, CTFA, is a Trust Accountant of The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), in 2010, Marta’s experience includes work in banking, public accounting and tax preparation companies. She was a Financial Reporting Officer for Wilmington Savings Fund Society, FSB.  Marta is a Certified Trust & Financial Advisor. She is a graduate of the Cannon Financial Institute Personal Trust School. Marta received an M.B.A. in Finance from Wilmington University and holds a B.S. in Business Administration from the University of Delaware.

Louise P. Sclafani, CFA, is a Senior Investment Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 2009, Louise was a portfolio manager and a Managing Director with J.P. Morgan Private Bank where she managed the large capitalization U.S. equity model portfolio for domestic clients. She previously worked as an equity analyst and portfolio manager at Brundage, Story and Rose. Louise is a Chartered Financial Analyst charter holder. She received an M.B.A. in Finance from the Pace University Graduate School of Business, an M.F.S. from the Yale University School of Forestry and Environmental Studies and a B.A. in Biology from Colgate University.

Jessica M. Soucia is a Vice President and Client Advisor with Rockefeller & Co. Prior to joining Rockefeller & Co. in 2010, Jessica was with Brown Brothers Harriman for six years working within the Wealth Management Division. Jessica holds a B.A. from Northeastern University and an M.B.A. from Curry College in Milton, Massachusetts.

George S. Tsandikos is a Senior Client Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co. He works with high net worth individuals, families and family offices, and is a member of the Board of Directors of Rockefeller Trust Company, N.A. Prior to joining Rockefeller & Co. in 2003, George was with J.P. Morgan Private Bank where he worked with clients in the greater New York area while also serving as manager of their Greenwich, CT office. His career with J.P. Morgan began in 1989 in their Trust Department as a Fiduciary Manager before becoming a Client Advisor/Senior Private Banker. Prior to that, he practiced law with Burns & Levinson in Boston, MA. He received a J.D. from Boston College School of Law and an A.B. in Economics from Brown University. George serves as Chairman of the Archbishop Iakovos Leadership 100 Endowment Fund, is a trustee of the Kallinikeion Foundation, and is a member of the Archdiocesan Council of the Greek Orthodox Church of America.

Loraine B. Tsavaris is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Loraine works with high net worth individuals, families and family offices in addition to working on growth-oriented initiatives for the firm. She is a member of the Board of Directors of Rockefeller Trust Company, N.A. Prior to joining Rockefeller & Co. in 2008, Loraine was at U.S. Trust for 37 years where she served across a range of senior-level positions, with a critical role in growing the company's various high wealth businesses. In her last position, she served as Managing Director and Principal of U.S. Trust's Multi-Family Office Group, where she advised the company's wealthiest clients with the most complex needs and developed the company's ultra high net worth business into a national platform. Loraine received a J.D. from Brooklyn Law School and a B.B.A. in Economics from Pace University. She is admitted to practice in New York, Connecticut and the U.S. Supreme Court. She is a Vice President and Trustee of Big Brothers Big Sisters of New York and Trustee of the Council of Senior Centers and Services of New York City.

Leesa Waegele, CTFA is a Vice President and Senior Trust Accountant at The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), Leesa spent eight years the JP Morgan Chase in their Private Bank. For the past 15 years, Leesa has also run a private practice preparing tax returns.  She is a Certified Trust and Financial Advisor and holds a B.S. in Accounting from Goldey Beacom College and an M.B.A. with a concentration in Finance from Goldey Beacom College.

Karen R. Wawrzaszek, CFP®, CTFA, is a Managing Director and Senior Client Advisor. In her role, she advises non-profit organizations, multi-generational families and family offices on wealth strategies, as well as financial and investment planning. Karen serves a member of the firm’s asset allocation and investment policy committees.  She has an expertise in impact investing and holistic financial planning serving as a firm-wide resource. Karen has nearly two decades of wealth management experience with a focus on investment management, trust and estate planning and philanthropic management. Prior to joining Rockefeller & Co., Inc. in 2015, Karen was a Managing Director and Head of Pitcairn’s Washington DC office where she also led the firm’s impact investing initiatives. Previously she held senior roles at U.S. Trust, Laird Norton Tyee and Citi Private Bank. Karen received her B.A. degree in Finance at Wichita State University and has earned the Certified Trust Financial Advisors and Certified Financial Planner designations. Karen is a Board member of the Washington Area Women’s Foundation and serves on the Board of Trustees for the Shakespeare Theatre Company. Karen has a passion for public education reform and is an active community volunteer with City Bridge Foundation. She is also a member of the Family Firm Institute and serves on both the Washington DC and the Northern Virginia Estate Planning Councils.

Christine A. Welch is Vice President and Chief Operating Officer of The Rockefeller Trust Company (Delaware). She is an Enrolled Agent with the Treasury/IRS. Prior to joining the firm, Christine spent four years as the president of a family office, and nearly 14 years in trust tax, management and trust administration at Wilmington Trust Company. She holds a B.A. from the University of Delaware and an M.S. in Taxation from Widener University.

Barry A. Wintner, CFA is a Managing Director and the Head of Manager Selection at Rockefeller & Co. Barry is responsible for advancing the delivery of third-party investment solutions in support of our client advisors. Prior to joining Rockefeller & Co. in 2013, Barry was Senior Vice President of Research and Investments at Protégé Partners. Prior to joining Protégé in 2008, Barry served in various capacities for Asset Alliance Corporation as Senior Managing Director of Research and Investments, and held positions as Director of Research, and Senior Analyst. Barry is a Chartered Financial Analyst charter holder. He received his B.A. in Physics from the University of Pennsylvania, an M.S. in Physics from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University. He is also a member of the Board of Trustees and the Investment Committee of St. Barnabas Hospital in the Bronx.

Wendy Xu is a Vice President and an Investment Analyst focused on third-party manager research and monitoring. Prior to joining Rockefeller & Co., Wendy was a Private Equity and Credit Associate for New Mountain Capital where she helped to identify investment opportunities, build financial analyses, and conduct due diligence. Prior to New Mountain Capital, she was an Investment Banking Analyst at Goldman Sachs. Wendy holds a B.A. in Economics from Princeton University and an M.B.A. from The Wharton School at the University of Pennsylvania.

Patrick A. Fischoeder is a Vice President and Client Advisor for Rockefeller & Co., based in Boston. He works with high net worth individuals, families, endowments and foundations. Prior to joining Rockefeller & Co. in 2014, Patrick served as a Financial Advisor within the area of Global Wealth Management at Morgan Stanley.  He previously worked in Institutional Sales and Relationship Management at Bank of America Securities, Premier Equity Group.   Patrick also focused on Institutional Equity Sales at America’s Growth Capital, Adams Harkness & Hill, JP Morgan and Hambrecht & Quist. Patrick holds a B.A. from Connecticut College.  He serves on the Board of Overseers at the Epiphany School in Boston, and on the Board of Directors of the Francis Ouimet Scholarship Fund.

Pamela Murray is a Managing Director and Senior Client Advisor at Rockefeller & Co. She is based in the firm’s Boston office and is responsible for business development and client management related to families and non-profits. Prior to joining Rockefeller & Co. in 2011, Pam was a Principal with Bessemer Trust Company, where she led client-acquisition strategy and sales in New England. Pam previously worked as a Senior Vice President at Fidelity Investments working closely with sales, client service and internal operations teams to serve the needs of wealthy families. Pam completed the Securities Industry Association (“SIA”) Program at the Wharton School of the University of Pennsylvania and received a B.A. in Government from Georgetown University. She is a Director and former Board Chair of Economic Mobility Pathways (EMPath), and serves on the Leadership Council of the Boston Conservatory at Berklee. Pam is a member of the Boston Estate Planning Council.

Mark J. Panarese is a Senior Client Advisor and a Managing Director of Rockefeller & Co., based in Boston.  He is also a member of the Manager Selection Committee.  He works with high net worth individuals and families as well as non-profit organizations.  Prior to joining Rockefeller & Co. in 2004, Mark spent six years at the Boston-based, wealth management firm of Atlantic Trust/Pell Rudman where, in addition to advising clients, he directed business development and served on its Executive Committee. He previously worked in the private client groups of Goldman Sachs, Credit Suisse First Boston and Bear Stearns Asset Management. Mark received an M.B.A. in Finance from the Wharton School of the University of Pennsylvania and an A.B. in American History from Harvard College. He is active in alumni affairs at Milton Academy, his high school alma mater. Mark is a Director of Admirals Bank and a Director of the International Tennis Hall of Fame where he serves on the Investment Committee.

Jessica M. Soucia is a Vice President and Client Advisor with Rockefeller & Co. Prior to joining Rockefeller & Co. in 2010, Jessica was with Brown Brothers Harriman for six years working within the Wealth Management Division. Jessica holds a B.A. from Northeastern University and an M.B.A. from Curry College in Milton, Massachusetts.

Patrick A. Fischoeder is a Vice President and Client Advisor for Rockefeller & Co., based in Boston. He works with high net worth individuals, families, endowments and foundations. Prior to joining Rockefeller & Co. in 2014, Patrick served as a Financial Advisor within the area of Global Wealth Management at Morgan Stanley.  He previously worked in Institutional Sales and Relationship Management at Bank of America Securities, Premier Equity Group.   Patrick also focused on Institutional Equity Sales at America’s Growth Capital, Adams Harkness & Hill, JP Morgan and Hambrecht & Quist. Patrick holds a B.A. from Connecticut College.  He serves on the Board of Overseers at the Epiphany School in Boston, and on the Board of Directors of the Francis Ouimet Scholarship Fund.

Pamela Murray is a Managing Director and Senior Client Advisor at Rockefeller & Co. She is based in the firm’s Boston office and is responsible for business development and client management related to families and non-profits. Prior to joining Rockefeller & Co. in 2011, Pam was a Principal with Bessemer Trust Company, where she led client-acquisition strategy and sales in New England. Pam previously worked as a Senior Vice President at Fidelity Investments working closely with sales, client service and internal operations teams to serve the needs of wealthy families. Pam completed the Securities Industry Association (“SIA”) Program at the Wharton School of the University of Pennsylvania and received a B.A. in Government from Georgetown University. She is a Director and former Board Chair of Economic Mobility Pathways (EMPath), and serves on the Leadership Council of the Boston Conservatory at Berklee. Pam is a member of the Boston Estate Planning Council.

Mark J. Panarese is a Senior Client Advisor and a Managing Director of Rockefeller & Co., based in Boston.  He is also a member of the Manager Selection Committee.  He works with high net worth individuals and families as well as non-profit organizations.  Prior to joining Rockefeller & Co. in 2004, Mark spent six years at the Boston-based, wealth management firm of Atlantic Trust/Pell Rudman where, in addition to advising clients, he directed business development and served on its Executive Committee. He previously worked in the private client groups of Goldman Sachs, Credit Suisse First Boston and Bear Stearns Asset Management. Mark received an M.B.A. in Finance from the Wharton School of the University of Pennsylvania and an A.B. in American History from Harvard College. He is active in alumni affairs at Milton Academy, his high school alma mater. Mark is a Director of Admirals Bank and a Director of the International Tennis Hall of Fame where he serves on the Investment Committee.

Jessica M. Soucia is a Vice President and Client Advisor with Rockefeller & Co. Prior to joining Rockefeller & Co. in 2010, Jessica was with Brown Brothers Harriman for six years working within the Wealth Management Division. Jessica holds a B.A. from Northeastern University and an M.B.A. from Curry College in Milton, Massachusetts.

Raymond N. Wareham is the Head of Wealth Advisory, Managing Director and Senior Client Advisor of Rockefeller & Co. Ray advises high net worth individuals, families and family offices, in addition to working on growth-oriented initiatives for the firm. Prior to joining Rockefeller & Co. in 2012, Ray was a Senior Managing Director for Bernstein Global Wealth Management. At Bernstein, he served in a number of roles, including as a senior portfolio manager and as head of the Wealth Management Group, which provided investment planning and asset allocation research and advice to clients. Most recently, he headed the Boston Office for the private client business. Ray previously spent twenty-four years at J.P. Morgan in corporate finance, M&A, and underwriting capacities in New York, London, and Tokyo. Ray received an M.B.A. from Harvard Business School and a B.S. in Industrial Engineering/Computer Science with distinction from Northwestern University. He also served as a Lieutenant in the United States Navy. He is a former Trustee and Board Chair, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.

Angela K. Ardolic, is a Managing Director of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 2002, Angela was a Tax Associate for a private single family office in New York City. Angela is an Enrolled Agent with the Internal Revenue Service. She received an M.S. in Accounting from St. John’s University and a B.S. in Accounting from St. John’s University. Angela is the Treasurer of The Woodstock Foundation and the Assistant Treasurer of The Woodstock Resort Corp. both located in Woodstock, VT.

Jennifer M. Baker is a Vice President and a Client Advisor at Rockefeller & Co., Inc., where she focuses on business development in addition to working with families, foundations and endowments. Prior to joining the Wealth Advisory Group, Jennifer was an Associate in the Office of the Chief Executive and worked on a range of strategic projects and initiatives. Before joining the Firm in 2011, Jennifer worked in equity research at both Lehman Brothers and Merrill Lynch and as an investment banking analyst at Merrill Lynch. Jennifer graduated cum laude from Trinity College with a B.A. in political science and received an M.B.A. from the University of Virginia Darden School of Business.

Russell Bowman is a Vice President and Client Advisor in the Wealth Advisory Group. Russell works closely with individuals, families, and institutions to develop customized financial strategies that align with their goals and values. He collaborates with in-house specialists to devise and implement integrated initiatives in investment management, including socially innovative investments; trust and estate planning services; and philanthropy. He received an M.B.A. from Columbia Business School and a B.A. in Marketing from Kutztown University of Pennsylvania. He is a Certified Financial Planner™ and has also completed a certificate program in Financial Planning from New York University.

Vernon C. Cole is a Vice President and Client Advisor in the Wealth Advisory Group of Rockefeller & Co. He works closely with the Client Advisors to provide monitoring of client accounts for the implementation and execution of investment strategy, and acts as a point of contact for clients and their fiduciaries for of their day-today needs.  Vernon joined Rockefeller & Co. in 2004 and has more than 20 years industry experience.  Prior to joining Rockefeller & Co., Vernon served for 6 years as a Vice President for Deutsche Bank in the Private Bank/Private Wealth Management.  He also served as an Assistant Treasurer for JPMorgan Chase in their Global Investment Services Department. Vernon is a Certified Financial Planner™ professional and completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies.  He holds a B.A. in Economics from Rutgers College, The State University of New Jersey. Vernon is also a member of the Financial Planning Association® (FPA®) in both the New York and National chapters.

Paul J. Crotty is a Vice President and Client Advisor, providing client service to high net worth individuals, trusts, endowments and foundations, while also focusing on working with clients to develop an overall investment strategy based on each client's distinct profile and objectives. Paul joined the firm in 2004. Before assuming his current role, Paul was a Portfolio Analyst in the Portfolio Analytics and Risk Management Group. Prior to that, he worked in the Database Administration Group within Rockit Solutions, LLC. Paul holds a B.A. in Economics and Politics from University College Dublin.

Farha-Joyce Haboucha, CFA, is a Senior Investment Advisor, a Special Advisor for Sustainability and Impact Investing and a Managing Director of Rockefeller & Co. She previously served as the Director of Sustainability & Impact Investing and as a Senior Portfolio Manager within the Investment Group. Prior to joining Rockefeller & Co. in 1997, Joyce worked for ten years as a Senior Portfolio Manager and Co-Director of Socially Responsive Investment Services at Neuberger Berman. She was previously with Manufacturers Hanover Trust as a Vice President and Group Head of the Personal Trust Investment, Private Banking and Securities Division and served at Union Trust Company as a Senior Investment Officer, Portfolio Manager and Manager of Research. Joyce is a Chartered Financial Analyst charter holder. She received a B.A. in Comparative Literature from Columbia University. Joyce serves on the Board of the Carbon Disclosure Project USA, the Advisory Board of the Heron Foundation's Community Investment Index, the International Corporate Governance Network Working Group on Integrated Reporting and on the Council of the International Integrated Reporting Council. Joyce has served on the Investment Policy Committee of the Financial Women’s Association of New York, and the Advisory Committee for the Socially Responsible Investment Fund of the Haas Business School at the University of California at Berkeley. Joyce is a former Chairman of the Social Venture Network and also served on the Investment Committee of the United Methodist Church, the board of FTSE4GOOD USA Advisory Committee and several non-profit organizations.

Tamar Manuelian Ioffe is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Tamar’s responsibilities include advising wealthy families on their overall financial planning and evaluating and supervising their investments. Prior to joining Rockefeller & Co. in 1998, Tamar was highly respected in the arts administration field, having served for five years as Orchestra Manager of the Rochester Philharmonic Orchestra. She received an M.B.A. from Columbia Business School and a B.B.A. in International Business from Hofstra University.

Jane F. Lilienthal, CPA, CFP®, is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 1987, Jane was a Tax Supervisor with Coopers and Lybrand. Jane is a Certified Financial PlannerTM professional. She received an M.B.A. in Accounting/Tax from Babson College and a B.S. in Chemistry from Brown University. She is a Certified Public Accountant in the State of New York, a member of the American Institute of Certified Public Accountants, a member of the NYSSCPA Investment Committee, a member of the FAE Investment Committee and the Family Office and Estate Planning Committees of the New York State Society of Certified Public Accountants, and a member of the Institute of Certified Financial Planners.

Bruce W. Lombardi is a Senior Investment Advisor and a Managing Director of Rockefeller & Co. Bruce works with high net worth individuals, families and not-for-profit clients to develop an overall investment strategy based on each client's distinct profile and objectives. Prior to joining Rockefeller & Co. in 2011, Bruce served as a Managing Director and Senior Wealth Manager for JP Morgan Chase where, during an 18-year career, he delivered investment, wealth advisory and open architecture advice to clients. He began his career as an equity analyst at The Life Insurance Company of Georgia and was a personal trust portfolio manager in the private bank at The National Bank of Georgia in Atlanta.  Bruce received an M.B.A. from The George Washington University Graduate School of Business and a B.A. in History from The George Washington University.  He is a member of the New York Society of Security Analysts.

Victoria T. Melendez, CFA, is a Senior Portfolio Manager and a Managing Director of Rockefeller & Co. Victoria works primarily in an investment advisory capacity to high net worth families, foundations and endowments. Prior to joining Rockefeller & Co. in 1998, Victoria was with Morgan Stanley International in Tokyo and London from 1993 to 1998, Jardine Fleming Securities in Tokyo from 1990 to 1993 and International Financial Markets (a hedge fund) in London from 1988 to 1990. She also worked at Milbank Tweed Hadley & McCloy and at Cleary Gottlieb as a tax and corporate attorney. She has extensive international experience, having worked in Tokyo for eight years and in London for four years. She is proficient in Japanese, which she studied as an undergraduate. Victoria is a Chartered Financial Analyst charter holder. She received a J.D. from Harvard Law School, an M.B.A. from Harvard Business School and an A.B. from Harvard College. She is a member of the New York State Bar Association.

James M. Mulvaney, CPA, is a Managing Director and Head of Wealth Advisory Support of Rockefeller & Co. and the Senior Vice President of Systems & Operations of Rockefeller Trust Company, N.A. and a Senior Vice President of The Rockefeller Trust Company (Delaware).  Prior to joining the Rockefeller Trust Company in 2000, Jim spent nine years as the Tax Manager responsible for all internal tax matters at Debevoise & Plimpton, LLP. Previously, Jim was with BDO Seidman and Withum, Smith & Brown. He is a Certified Public Accountant, licensed in New York and New Jersey, and is a Certified Trust & Financial Advisor. He holds a B.S. in Accounting and Economics from Boston College and an M.S. in Taxation from Fordham University.

John J. Pettenati is a Managing Director and Senior Client Advisor of Rockefeller & Co. John currently leads the firm’s wealth advisory business development efforts in the New York Office, and advises high net worth families and family offices, as well as their advisors, on investments and wealth planning. John also has experience working with foundations and endowments. Prior to joining Rockefeller & Co., Inc. in 2015, John was a Managing Director and Business Development Officer at Fiduciary Trust Company International for eleven years. Before joining Fiduciary Trust, John spent nearly twenty years in both banking and client development at The Bank of New York. John began his career in the financial services industry at Chemical Bank. John received his B.A. degree in History at Fordham University. He is a member of New York-Presbyterian’s Planned Giving Advisory Council and has served on the boards of the Englewood Hospital Foundation, Fordham College Board of Visitors, Friends of the Hermitage and the National Theatre Workshop for the Handicapped.

Lawrence S. Rapoport, CPA, is the Senior Manager of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 1989, Larry was Vice President of Advisory Services with Independent Financial Services, Inc. Larry is a Certified Public Accountant in New York State and is also a Certified Financial PlannerTM professional. He received an M.S. in Accounting from New York University and a B.S. in Applied Mathematics from the State University of New York at Stony Brook. Larry is the Treasurer of the Greenacre Foundation and was a founding board member and past-president of the Westchester/Rockland Chapter of the International Association for Financial Planning.

Marguerite S. Robinson, CFP®, is a Client Advisor in the Wealth Advisory Group and a Senior Vice President of Rockefeller & Co. Marguerite has 25 years of industry experience, having joined Rockefeller & Co. in 1991.  She works closely with Rockefeller & Co.’s senior management providing a high level of service to high net worth families, trusts, endowments and foundations. Marguerite is a Certified Financial Planner™ professional and has completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies. Marguerite holds a B.A. degree (Honors) from the New School University in New York and a Diploma in Marketing and Merchandising from UCLA Extension in California.  Marguerite is a member of the Financial Planning Association® (FPA®) of New York.

Susan Rowinski is a Client Advisor for Rockefeller & Co. Previously, Susan was a manager of Client Services and Marketing within the Institutional/Investment Only and Open Architecture Group. Prior to joining Rockefeller & Co. in 2000, Susan spent four years at Oppenheimer Capital as Assistant Vice President, where her roles included managing the Consultant Services Group and servicing and maintaining client relationships globally. Susan received her B.S. in Finance from Villanova University.

Louise P. Sclafani, CFA, is a Senior Investment Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 2009, Louise was a portfolio manager and a Managing Director with J.P. Morgan Private Bank where she managed the large capitalization U.S. equity model portfolio for domestic clients. She previously worked as an equity analyst and portfolio manager at Brundage, Story and Rose. Louise is a Chartered Financial Analyst charter holder. She received an M.B.A. in Finance from the Pace University Graduate School of Business, an M.F.S. from the Yale University School of Forestry and Environmental Studies and a B.A. in Biology from Colgate University.

George S. Tsandikos is a Senior Client Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co. He works with high net worth individuals, families and family offices, and is a member of the Board of Directors of Rockefeller Trust Company, N.A. Prior to joining Rockefeller & Co. in 2003, George was with J.P. Morgan Private Bank where he worked with clients in the greater New York area while also serving as manager of their Greenwich, CT office. His career with J.P. Morgan began in 1989 in their Trust Department as a Fiduciary Manager before becoming a Client Advisor/Senior Private Banker. Prior to that, he practiced law with Burns & Levinson in Boston, MA. He received a J.D. from Boston College School of Law and an A.B. in Economics from Brown University. George serves as Chairman of the Archbishop Iakovos Leadership 100 Endowment Fund, is a trustee of the Kallinikeion Foundation, and is a member of the Archdiocesan Council of the Greek Orthodox Church of America.

Loraine B. Tsavaris is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Loraine works with high net worth individuals, families and family offices in addition to working on growth-oriented initiatives for the firm. She is a member of the Board of Directors of Rockefeller Trust Company, N.A. Prior to joining Rockefeller & Co. in 2008, Loraine was at U.S. Trust for 37 years where she served across a range of senior-level positions, with a critical role in growing the company's various high wealth businesses. In her last position, she served as Managing Director and Principal of U.S. Trust's Multi-Family Office Group, where she advised the company's wealthiest clients with the most complex needs and developed the company's ultra high net worth business into a national platform. Loraine received a J.D. from Brooklyn Law School and a B.B.A. in Economics from Pace University. She is admitted to practice in New York, Connecticut and the U.S. Supreme Court. She is a Vice President and Trustee of Big Brothers Big Sisters of New York and Trustee of the Council of Senior Centers and Services of New York City.

Barry A. Wintner, CFA is a Managing Director and the Head of Manager Selection at Rockefeller & Co. Barry is responsible for advancing the delivery of third-party investment solutions in support of our client advisors. Prior to joining Rockefeller & Co. in 2013, Barry was Senior Vice President of Research and Investments at Protégé Partners. Prior to joining Protégé in 2008, Barry served in various capacities for Asset Alliance Corporation as Senior Managing Director of Research and Investments, and held positions as Director of Research, and Senior Analyst. Barry is a Chartered Financial Analyst charter holder. He received his B.A. in Physics from the University of Pennsylvania, an M.S. in Physics from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University. He is also a member of the Board of Trustees and the Investment Committee of St. Barnabas Hospital in the Bronx.

Wendy Xu is a Vice President and an Investment Analyst focused on third-party manager research and monitoring. Prior to joining Rockefeller & Co., Wendy was a Private Equity and Credit Associate for New Mountain Capital where she helped to identify investment opportunities, build financial analyses, and conduct due diligence. Prior to New Mountain Capital, she was an Investment Banking Analyst at Goldman Sachs. Wendy holds a B.A. in Economics from Princeton University and an M.B.A. from The Wharton School at the University of Pennsylvania.

Raymond N. Wareham is the Head of Wealth Advisory, Managing Director and Senior Client Advisor of Rockefeller & Co. Ray advises high net worth individuals, families and family offices, in addition to working on growth-oriented initiatives for the firm. Prior to joining Rockefeller & Co. in 2012, Ray was a Senior Managing Director for Bernstein Global Wealth Management. At Bernstein, he served in a number of roles, including as a senior portfolio manager and as head of the Wealth Management Group, which provided investment planning and asset allocation research and advice to clients. Most recently, he headed the Boston Office for the private client business. Ray previously spent twenty-four years at J.P. Morgan in corporate finance, M&A, and underwriting capacities in New York, London, and Tokyo. Ray received an M.B.A. from Harvard Business School and a B.S. in Industrial Engineering/Computer Science with distinction from Northwestern University. He also served as a Lieutenant in the United States Navy. He is a former Trustee and Board Chair, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.

Angela K. Ardolic, is a Managing Director of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 2002, Angela was a Tax Associate for a private single family office in New York City. Angela is an Enrolled Agent with the Internal Revenue Service. She received an M.S. in Accounting from St. John’s University and a B.S. in Accounting from St. John’s University. Angela is the Treasurer of The Woodstock Foundation and the Assistant Treasurer of The Woodstock Resort Corp. both located in Woodstock, VT.

Jennifer M. Baker is a Vice President and a Client Advisor at Rockefeller & Co., Inc., where she focuses on business development in addition to working with families, foundations and endowments. Prior to joining the Wealth Advisory Group, Jennifer was an Associate in the Office of the Chief Executive and worked on a range of strategic projects and initiatives. Before joining the Firm in 2011, Jennifer worked in equity research at both Lehman Brothers and Merrill Lynch and as an investment banking analyst at Merrill Lynch. Jennifer graduated cum laude from Trinity College with a B.A. in political science and received an M.B.A. from the University of Virginia Darden School of Business.

Russell Bowman is a Vice President and Client Advisor in the Wealth Advisory Group. Russell works closely with individuals, families, and institutions to develop customized financial strategies that align with their goals and values. He collaborates with in-house specialists to devise and implement integrated initiatives in investment management, including socially innovative investments; trust and estate planning services; and philanthropy. He received an M.B.A. from Columbia Business School and a B.A. in Marketing from Kutztown University of Pennsylvania. He is a Certified Financial Planner™ and has also completed a certificate program in Financial Planning from New York University.

Vernon C. Cole is a Vice President and Client Advisor in the Wealth Advisory Group of Rockefeller & Co. He works closely with the Client Advisors to provide monitoring of client accounts for the implementation and execution of investment strategy, and acts as a point of contact for clients and their fiduciaries for of their day-today needs.  Vernon joined Rockefeller & Co. in 2004 and has more than 20 years industry experience.  Prior to joining Rockefeller & Co., Vernon served for 6 years as a Vice President for Deutsche Bank in the Private Bank/Private Wealth Management.  He also served as an Assistant Treasurer for JPMorgan Chase in their Global Investment Services Department. Vernon is a Certified Financial Planner™ professional and completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies.  He holds a B.A. in Economics from Rutgers College, The State University of New Jersey. Vernon is also a member of the Financial Planning Association® (FPA®) in both the New York and National chapters.

Paul J. Crotty is a Vice President and Client Advisor, providing client service to high net worth individuals, trusts, endowments and foundations, while also focusing on working with clients to develop an overall investment strategy based on each client's distinct profile and objectives. Paul joined the firm in 2004. Before assuming his current role, Paul was a Portfolio Analyst in the Portfolio Analytics and Risk Management Group. Prior to that, he worked in the Database Administration Group within Rockit Solutions, LLC. Paul holds a B.A. in Economics and Politics from University College Dublin.

Farha-Joyce Haboucha, CFA, is a Senior Investment Advisor, a Special Advisor for Sustainability and Impact Investing and a Managing Director of Rockefeller & Co. She previously served as the Director of Sustainability & Impact Investing and as a Senior Portfolio Manager within the Investment Group. Prior to joining Rockefeller & Co. in 1997, Joyce worked for ten years as a Senior Portfolio Manager and Co-Director of Socially Responsive Investment Services at Neuberger Berman. She was previously with Manufacturers Hanover Trust as a Vice President and Group Head of the Personal Trust Investment, Private Banking and Securities Division and served at Union Trust Company as a Senior Investment Officer, Portfolio Manager and Manager of Research. Joyce is a Chartered Financial Analyst charter holder. She received a B.A. in Comparative Literature from Columbia University. Joyce serves on the Board of the Carbon Disclosure Project USA, the Advisory Board of the Heron Foundation's Community Investment Index, the International Corporate Governance Network Working Group on Integrated Reporting and on the Council of the International Integrated Reporting Council. Joyce has served on the Investment Policy Committee of the Financial Women’s Association of New York, and the Advisory Committee for the Socially Responsible Investment Fund of the Haas Business School at the University of California at Berkeley. Joyce is a former Chairman of the Social Venture Network and also served on the Investment Committee of the United Methodist Church, the board of FTSE4GOOD USA Advisory Committee and several non-profit organizations.

Tamar Manuelian Ioffe is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Tamar’s responsibilities include advising wealthy families on their overall financial planning and evaluating and supervising their investments. Prior to joining Rockefeller & Co. in 1998, Tamar was highly respected in the arts administration field, having served for five years as Orchestra Manager of the Rochester Philharmonic Orchestra. She received an M.B.A. from Columbia Business School and a B.B.A. in International Business from Hofstra University.

Jane F. Lilienthal, CPA, CFP®, is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 1987, Jane was a Tax Supervisor with Coopers and Lybrand. Jane is a Certified Financial PlannerTM professional. She received an M.B.A. in Accounting/Tax from Babson College and a B.S. in Chemistry from Brown University. She is a Certified Public Accountant in the State of New York, a member of the American Institute of Certified Public Accountants, a member of the NYSSCPA Investment Committee, a member of the FAE Investment Committee and the Family Office and Estate Planning Committees of the New York State Society of Certified Public Accountants, and a member of the Institute of Certified Financial Planners.

Bruce W. Lombardi is a Senior Investment Advisor and a Managing Director of Rockefeller & Co. Bruce works with high net worth individuals, families and not-for-profit clients to develop an overall investment strategy based on each client's distinct profile and objectives. Prior to joining Rockefeller & Co. in 2011, Bruce served as a Managing Director and Senior Wealth Manager for JP Morgan Chase where, during an 18-year career, he delivered investment, wealth advisory and open architecture advice to clients. He began his career as an equity analyst at The Life Insurance Company of Georgia and was a personal trust portfolio manager in the private bank at The National Bank of Georgia in Atlanta.  Bruce received an M.B.A. from The George Washington University Graduate School of Business and a B.A. in History from The George Washington University.  He is a member of the New York Society of Security Analysts.

Victoria T. Melendez, CFA, is a Senior Portfolio Manager and a Managing Director of Rockefeller & Co. Victoria works primarily in an investment advisory capacity to high net worth families, foundations and endowments. Prior to joining Rockefeller & Co. in 1998, Victoria was with Morgan Stanley International in Tokyo and London from 1993 to 1998, Jardine Fleming Securities in Tokyo from 1990 to 1993 and International Financial Markets (a hedge fund) in London from 1988 to 1990. She also worked at Milbank Tweed Hadley & McCloy and at Cleary Gottlieb as a tax and corporate attorney. She has extensive international experience, having worked in Tokyo for eight years and in London for four years. She is proficient in Japanese, which she studied as an undergraduate. Victoria is a Chartered Financial Analyst charter holder. She received a J.D. from Harvard Law School, an M.B.A. from Harvard Business School and an A.B. from Harvard College. She is a member of the New York State Bar Association.

James M. Mulvaney, CPA, is a Managing Director and Head of Wealth Advisory Support of Rockefeller & Co. and the Senior Vice President of Systems & Operations of Rockefeller Trust Company, N.A. and a Senior Vice President of The Rockefeller Trust Company (Delaware).  Prior to joining the Rockefeller Trust Company in 2000, Jim spent nine years as the Tax Manager responsible for all internal tax matters at Debevoise & Plimpton, LLP. Previously, Jim was with BDO Seidman and Withum, Smith & Brown. He is a Certified Public Accountant, licensed in New York and New Jersey, and is a Certified Trust & Financial Advisor. He holds a B.S. in Accounting and Economics from Boston College and an M.S. in Taxation from Fordham University.

John J. Pettenati is a Managing Director and Senior Client Advisor of Rockefeller & Co. John currently leads the firm’s wealth advisory business development efforts in the New York Office, and advises high net worth families and family offices, as well as their advisors, on investments and wealth planning. John also has experience working with foundations and endowments. Prior to joining Rockefeller & Co., Inc. in 2015, John was a Managing Director and Business Development Officer at Fiduciary Trust Company International for eleven years. Before joining Fiduciary Trust, John spent nearly twenty years in both banking and client development at The Bank of New York. John began his career in the financial services industry at Chemical Bank. John received his B.A. degree in History at Fordham University. He is a member of New York-Presbyterian’s Planned Giving Advisory Council and has served on the boards of the Englewood Hospital Foundation, Fordham College Board of Visitors, Friends of the Hermitage and the National Theatre Workshop for the Handicapped.

Lawrence S. Rapoport, CPA, is the Senior Manager of the Client Accounting and Tax Services Group and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 1989, Larry was Vice President of Advisory Services with Independent Financial Services, Inc. Larry is a Certified Public Accountant in New York State and is also a Certified Financial PlannerTM professional. He received an M.S. in Accounting from New York University and a B.S. in Applied Mathematics from the State University of New York at Stony Brook. Larry is the Treasurer of the Greenacre Foundation and was a founding board member and past-president of the Westchester/Rockland Chapter of the International Association for Financial Planning.

Marguerite S. Robinson, CFP®, is a Client Advisor in the Wealth Advisory Group and a Senior Vice President of Rockefeller & Co. Marguerite has 25 years of industry experience, having joined Rockefeller & Co. in 1991.  She works closely with Rockefeller & Co.’s senior management providing a high level of service to high net worth families, trusts, endowments and foundations. Marguerite is a Certified Financial Planner™ professional and has completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies. Marguerite holds a B.A. degree (Honors) from the New School University in New York and a Diploma in Marketing and Merchandising from UCLA Extension in California.  Marguerite is a member of the Financial Planning Association® (FPA®) of New York.

Susan Rowinski is a Client Advisor for Rockefeller & Co. Previously, Susan was a manager of Client Services and Marketing within the Institutional/Investment Only and Open Architecture Group. Prior to joining Rockefeller & Co. in 2000, Susan spent four years at Oppenheimer Capital as Assistant Vice President, where her roles included managing the Consultant Services Group and servicing and maintaining client relationships globally. Susan received her B.S. in Finance from Villanova University.

Louise P. Sclafani, CFA, is a Senior Investment Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co. Prior to joining Rockefeller & Co. in 2009, Louise was a portfolio manager and a Managing Director with J.P. Morgan Private Bank where she managed the large capitalization U.S. equity model portfolio for domestic clients. She previously worked as an equity analyst and portfolio manager at Brundage, Story and Rose. Louise is a Chartered Financial Analyst charter holder. She received an M.B.A. in Finance from the Pace University Graduate School of Business, an M.F.S. from the Yale University School of Forestry and Environmental Studies and a B.A. in Biology from Colgate University.

George S. Tsandikos is a Senior Client Advisor for Rockefeller Wealth Advisors and a Managing Director of Rockefeller & Co. He works with high net worth individuals, families and family offices, and is a member of the Board of Directors of Rockefeller Trust Company, N.A. Prior to joining Rockefeller & Co. in 2003, George was with J.P. Morgan Private Bank where he worked with clients in the greater New York area while also serving as manager of their Greenwich, CT office. His career with J.P. Morgan began in 1989 in their Trust Department as a Fiduciary Manager before becoming a Client Advisor/Senior Private Banker. Prior to that, he practiced law with Burns & Levinson in Boston, MA. He received a J.D. from Boston College School of Law and an A.B. in Economics from Brown University. George serves as Chairman of the Archbishop Iakovos Leadership 100 Endowment Fund, is a trustee of the Kallinikeion Foundation, and is a member of the Archdiocesan Council of the Greek Orthodox Church of America.

Loraine B. Tsavaris is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Loraine works with high net worth individuals, families and family offices in addition to working on growth-oriented initiatives for the firm. She is a member of the Board of Directors of Rockefeller Trust Company, N.A. Prior to joining Rockefeller & Co. in 2008, Loraine was at U.S. Trust for 37 years where she served across a range of senior-level positions, with a critical role in growing the company's various high wealth businesses. In her last position, she served as Managing Director and Principal of U.S. Trust's Multi-Family Office Group, where she advised the company's wealthiest clients with the most complex needs and developed the company's ultra high net worth business into a national platform. Loraine received a J.D. from Brooklyn Law School and a B.B.A. in Economics from Pace University. She is admitted to practice in New York, Connecticut and the U.S. Supreme Court. She is a Vice President and Trustee of Big Brothers Big Sisters of New York and Trustee of the Council of Senior Centers and Services of New York City.

Barry A. Wintner, CFA is a Managing Director and the Head of Manager Selection at Rockefeller & Co. Barry is responsible for advancing the delivery of third-party investment solutions in support of our client advisors. Prior to joining Rockefeller & Co. in 2013, Barry was Senior Vice President of Research and Investments at Protégé Partners. Prior to joining Protégé in 2008, Barry served in various capacities for Asset Alliance Corporation as Senior Managing Director of Research and Investments, and held positions as Director of Research, and Senior Analyst. Barry is a Chartered Financial Analyst charter holder. He received his B.A. in Physics from the University of Pennsylvania, an M.S. in Physics from Cornell University and an M.B.A. from the Johnson Graduate School of Management at Cornell University. He is also a member of the Board of Trustees and the Investment Committee of St. Barnabas Hospital in the Bronx.

Wendy Xu is a Vice President and an Investment Analyst focused on third-party manager research and monitoring. Prior to joining Rockefeller & Co., Wendy was a Private Equity and Credit Associate for New Mountain Capital where she helped to identify investment opportunities, build financial analyses, and conduct due diligence. Prior to New Mountain Capital, she was an Investment Banking Analyst at Goldman Sachs. Wendy holds a B.A. in Economics from Princeton University and an M.B.A. from The Wharton School at the University of Pennsylvania.

Matthew D. Gelfand, Ph.D., CFA, CFP® is a Senior Economist, Senior Investment Advisor and a Managing Director of Rockefeller & Co., based in Washington, D.C. Prior to joining Rockefeller & Co. in 2010, Matt was with several institutional investment-advisory firms, including Strategic Investment Group where he was responsible for more than $1.2 billion of globally diversified assets, and Calvert Group, a leader in socially responsible investing.  He also worked as an economist with the Federal Reserve Board and Wharton Econometric Forecasting Associates.  Matt is a Chartered Financial Analyst charter holder and a Certified Financial PlannerTM professional. He received a Ph.D. from the University of Pennsylvania and a B.A. from Yale College, both in Economics. Matt was on the board of directors and remains on the investment policy committee of the Forward Association, a nonprofit founded in 1898, and is on the investment committee of the Wallace Global Fund, a private foundation.

Karen R. Wawrzaszek, CFP®, CTFA, is a Managing Director and Senior Client Advisor. In her role, she advises non-profit organizations, multi-generational families and family offices on wealth strategies, as well as financial and investment planning. Karen serves a member of the firm’s asset allocation and investment policy committees.  She has an expertise in impact investing and holistic financial planning serving as a firm-wide resource. Karen has nearly two decades of wealth management experience with a focus on investment management, trust and estate planning and philanthropic management. Prior to joining Rockefeller & Co., Inc. in 2015, Karen was a Managing Director and Head of Pitcairn’s Washington DC office where she also led the firm’s impact investing initiatives. Previously she held senior roles at U.S. Trust, Laird Norton Tyee and Citi Private Bank. Karen received her B.A. degree in Finance at Wichita State University and has earned the Certified Trust Financial Advisors and Certified Financial Planner designations. Karen is a Board member of the Washington Area Women’s Foundation and serves on the Board of Trustees for the Shakespeare Theatre Company. Karen has a passion for public education reform and is an active community volunteer with City Bridge Foundation. She is also a member of the Family Firm Institute and serves on both the Washington DC and the Northern Virginia Estate Planning Councils.

Matthew D. Gelfand, Ph.D., CFA, CFP® is a Senior Economist, Senior Investment Advisor and a Managing Director of Rockefeller & Co., based in Washington, D.C. Prior to joining Rockefeller & Co. in 2010, Matt was with several institutional investment-advisory firms, including Strategic Investment Group where he was responsible for more than $1.2 billion of globally diversified assets, and Calvert Group, a leader in socially responsible investing.  He also worked as an economist with the Federal Reserve Board and Wharton Econometric Forecasting Associates.  Matt is a Chartered Financial Analyst charter holder and a Certified Financial PlannerTM professional. He received a Ph.D. from the University of Pennsylvania and a B.A. from Yale College, both in Economics. Matt was on the board of directors and remains on the investment policy committee of the Forward Association, a nonprofit founded in 1898, and is on the investment committee of the Wallace Global Fund, a private foundation.

Karen R. Wawrzaszek, CFP®, CTFA, is a Managing Director and Senior Client Advisor. In her role, she advises non-profit organizations, multi-generational families and family offices on wealth strategies, as well as financial and investment planning. Karen serves a member of the firm’s asset allocation and investment policy committees.  She has an expertise in impact investing and holistic financial planning serving as a firm-wide resource. Karen has nearly two decades of wealth management experience with a focus on investment management, trust and estate planning and philanthropic management. Prior to joining Rockefeller & Co., Inc. in 2015, Karen was a Managing Director and Head of Pitcairn’s Washington DC office where she also led the firm’s impact investing initiatives. Previously she held senior roles at U.S. Trust, Laird Norton Tyee and Citi Private Bank. Karen received her B.A. degree in Finance at Wichita State University and has earned the Certified Trust Financial Advisors and Certified Financial Planner designations. Karen is a Board member of the Washington Area Women’s Foundation and serves on the Board of Trustees for the Shakespeare Theatre Company. Karen has a passion for public education reform and is an active community volunteer with City Bridge Foundation. She is also a member of the Family Firm Institute and serves on both the Washington DC and the Northern Virginia Estate Planning Councils.

John M. Abate, CPA is a Vice President and Senior Trust Accountant at The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), John spent 7 years as a Team Leader and Assistant Vice President  for the fiduciary and the estate group at PNC Bank, N.A. Previously, John was a Vice President and Senior Tax Officer at the Glenmede Trust Company and a Tax Senior at PricewaterhouseCoopers LLP. He is a Certified Public Accountant, licensed in Pennsylvania.  He holds a B.S. in Business Administration from Gannon College and a M.S. in Taxation/Certified Financial Planning from Widener University.

Joseph C. Brown, CTFA, is a Vice President and Senior Trust Accountant of The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), Joseph spent eight years as a Senior Fiduciary Tax Officer at JPMorgan Chase Bank N.A.  He was responsible for preparing and reviewing various trust and individual tax returns for high net worth clients. Previously, Joseph was a Tax Associate with PricewaterhouseCoopers LLP’s international tax department. He is a Certified Trust & Financial Advisor. He holds a BBA with a major in Accounting from Temple University.

Jeannie Chon-Rizzo, CTFA, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2009, Jeannie spent ten years at Geller & Company as Supervising Senior responsible for all tax matters for Michael Bloomberg and the Bloomberg shareholders. Previously, Jeannie worked at KPMG, LLP. She is a Certified Trust & Financial Advisor and an enrolled agent. She holds a B.A. in Economics from Boston University.

Susan Goldstein, CPA, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2010, Susan spent over two years as a Client Relationship Manager working with high net-worth clients at Geller Family Office Services, LLC. Previously, Susan was a Client Relationship Manager at Lincoln Financial Advisors, doing business as Spectrum Consulting, in Irvine, CA. She also spent a year as a Financial Planning Analyst at U.S. Trust Company. Susan started her accounting career at Ernst & Young, LLP in New York, NY, first as an Auditor for financial services companies and then as a Senior Tax Accountant preparing and reviewing trust and estate tax returns. Susan is a Certified Public Accountant licensed in New York and is a Certified Trust & Financial Advisor, as well as a member of the Human Factors and Ergonomics Society. She holds a B.A. in Cognitive Science from the University of Rochester and an M.S. in Accounting from the State University of New York at Albany.

John H. Leahy, MST, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2015, Jack spent seven years at Thomson Reuters and then EY (who purchased the outsourcing division from Thomson Reuters) as a manager in the outsourcing area, managing and overseeing teams that produced Fiduciary Income Tax Returns and Forms 1099 for various clients of both organizations. Prior to Thomson Reuters and EY Jack worked as a Special Education Teacher for five years and spent seventeen years at Fiduciary Trust Company International as a Vice President in the Fiduciary Income Tax and Information Reporting division. He holds a B.S. in Accounting from St. Peter’s University in New Jersey. He also holds an M.S. in Taxation from St. John’s University in New York.

Susan E. Leitner, CPA, is a Vice President of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company N.A. in 2000, Sue spent fourteen years as a Tax Compliance Manager at Ernst & Young. Previously, Sue was with Manufacturers Hanover serving as an accountant in the Trust Department. She is a Certified Public Accountant, licensed in New York, a Certified Trust & Financial Advisor. Sue holds a B.S. in Accounting from the State University of New York at Albany and a Paralegal Degree from NYU.

Karin McNair is a Vice President and Trust & Estates Advisor with The Rockefeller Trust Company, N.A.  Prior to joining Rockefeller Trust Company, N.A. in 2013, Karin spent eight years as an associate in the Trusts and Estates practice group at Hughes Hubbard & Reed LLP, specializing in estate planning for high net worth individuals.  Karin holds a J.D. from Columbia Law School and a B.A. in English and Art History from Vanderbilt University.

Elisabeth “Lisi” Madden Mullen is a Vice President of The Rockefeller Trust Company, N.A.  Prior to joining the Rockefeller Trust Company, Lisi was an associate with Milbank, Tweed, Hadley & McCloy, LLP for seven years, focusing on estate planning and administration of trusts and estates.  Lisi holds a B.A. from the University of Pennsylvania and a M.Sc. from the London School of Economics.  She also holds a J.D. from Vanderbilt University Law School and an Advanced Certificate in the field of Estate Planning from New York University School of Law.  Lisi is a member of the New York State Bar Association.

James M. Mulvaney, CPA, is a Managing Director and Head of Wealth Advisory Support of Rockefeller & Co. and the Senior Vice President of Systems & Operations of Rockefeller Trust Company, N.A. and a Senior Vice President of The Rockefeller Trust Company (Delaware).  Prior to joining the Rockefeller Trust Company in 2000, Jim spent nine years as the Tax Manager responsible for all internal tax matters at Debevoise & Plimpton, LLP. Previously, Jim was with BDO Seidman and Withum, Smith & Brown. He is a Certified Public Accountant, licensed in New York and New Jersey, and is a Certified Trust & Financial Advisor. He holds a B.S. in Accounting and Economics from Boston College and an M.S. in Taxation from Fordham University.

Elizabeth P. Munson is the President of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is also a Managing Director and Senior Client Advisor of Rockefeller & Co. As an advisor to high-net-worth individuals, families and family offices, Liz specializes in trust and estate planning and philanthropic matters. Prior to joining Rockefeller & Co. in 2001, Liz was a partner in the Private Clients Group at White & Case, LLP, where she practiced from 1983. Liz received an L.L.M. in taxation from New York University School of Law, a J.D. from the Harvard Law School and a B.A. in English from Yale College. She is extensively involved in non-profit organizations, including positions as Board Chair of Lenox Hill Neighborhood House, Vice President and Secretary of Sheltering Arms Children and Family Services, Secretary of FWWB (Friends of Women’s World Banking)/USA, and Secretary of the Cancer Schmancer Foundation. She is also a director of CPA®17 and CPA®18, which are real estate investment trusts advised by WP Carey & Co. LLC.

Marta J. Schmidt, CTFA, is a Trust Accountant of The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), in 2010, Marta’s experience includes work in banking, public accounting and tax preparation companies. She was a Financial Reporting Officer for Wilmington Savings Fund Society, FSB.  Marta is a Certified Trust & Financial Advisor. She is a graduate of the Cannon Financial Institute Personal Trust School. Marta received an M.B.A. in Finance from Wilmington University and holds a B.S. in Business Administration from the University of Delaware.

Leesa Waegele, CTFA is a Vice President and Senior Trust Accountant at The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), Leesa spent eight years the JP Morgan Chase in their Private Bank. For the past 15 years, Leesa has also run a private practice preparing tax returns.  She is a Certified Trust and Financial Advisor and holds a B.S. in Accounting from Goldey Beacom College and an M.B.A. with a concentration in Finance from Goldey Beacom College.

Christine A. Welch is Vice President and Chief Operating Officer of The Rockefeller Trust Company (Delaware). She is an Enrolled Agent with the Treasury/IRS. Prior to joining the firm, Christine spent four years as the president of a family office, and nearly 14 years in trust tax, management and trust administration at Wilmington Trust Company. She holds a B.A. from the University of Delaware and an M.S. in Taxation from Widener University.

John M. Abate, CPA is a Vice President and Senior Trust Accountant at The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), John spent 7 years as a Team Leader and Assistant Vice President  for the fiduciary and the estate group at PNC Bank, N.A. Previously, John was a Vice President and Senior Tax Officer at the Glenmede Trust Company and a Tax Senior at PricewaterhouseCoopers LLP. He is a Certified Public Accountant, licensed in Pennsylvania.  He holds a B.S. in Business Administration from Gannon College and a M.S. in Taxation/Certified Financial Planning from Widener University.

Joseph C. Brown, CTFA, is a Vice President and Senior Trust Accountant of The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), Joseph spent eight years as a Senior Fiduciary Tax Officer at JPMorgan Chase Bank N.A.  He was responsible for preparing and reviewing various trust and individual tax returns for high net worth clients. Previously, Joseph was a Tax Associate with PricewaterhouseCoopers LLP’s international tax department. He is a Certified Trust & Financial Advisor. He holds a BBA with a major in Accounting from Temple University.

Jeannie Chon-Rizzo, CTFA, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2009, Jeannie spent ten years at Geller & Company as Supervising Senior responsible for all tax matters for Michael Bloomberg and the Bloomberg shareholders. Previously, Jeannie worked at KPMG, LLP. She is a Certified Trust & Financial Advisor and an enrolled agent. She holds a B.A. in Economics from Boston University.

Susan Goldstein, CPA, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2010, Susan spent over two years as a Client Relationship Manager working with high net-worth clients at Geller Family Office Services, LLC. Previously, Susan was a Client Relationship Manager at Lincoln Financial Advisors, doing business as Spectrum Consulting, in Irvine, CA. She also spent a year as a Financial Planning Analyst at U.S. Trust Company. Susan started her accounting career at Ernst & Young, LLP in New York, NY, first as an Auditor for financial services companies and then as a Senior Tax Accountant preparing and reviewing trust and estate tax returns. Susan is a Certified Public Accountant licensed in New York and is a Certified Trust & Financial Advisor, as well as a member of the Human Factors and Ergonomics Society. She holds a B.A. in Cognitive Science from the University of Rochester and an M.S. in Accounting from the State University of New York at Albany.

John H. Leahy, MST, is a Vice President and Senior Trust Accountant of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company in 2015, Jack spent seven years at Thomson Reuters and then EY (who purchased the outsourcing division from Thomson Reuters) as a manager in the outsourcing area, managing and overseeing teams that produced Fiduciary Income Tax Returns and Forms 1099 for various clients of both organizations. Prior to Thomson Reuters and EY Jack worked as a Special Education Teacher for five years and spent seventeen years at Fiduciary Trust Company International as a Vice President in the Fiduciary Income Tax and Information Reporting division. He holds a B.S. in Accounting from St. Peter’s University in New Jersey. He also holds an M.S. in Taxation from St. John’s University in New York.

Susan E. Leitner, CPA, is a Vice President of Rockefeller Trust Company, N.A. Prior to joining the Rockefeller Trust Company N.A. in 2000, Sue spent fourteen years as a Tax Compliance Manager at Ernst & Young. Previously, Sue was with Manufacturers Hanover serving as an accountant in the Trust Department. She is a Certified Public Accountant, licensed in New York, a Certified Trust & Financial Advisor. Sue holds a B.S. in Accounting from the State University of New York at Albany and a Paralegal Degree from NYU.

Karin McNair is a Vice President and Trust & Estates Advisor with The Rockefeller Trust Company, N.A.  Prior to joining Rockefeller Trust Company, N.A. in 2013, Karin spent eight years as an associate in the Trusts and Estates practice group at Hughes Hubbard & Reed LLP, specializing in estate planning for high net worth individuals.  Karin holds a J.D. from Columbia Law School and a B.A. in English and Art History from Vanderbilt University.

Elisabeth “Lisi” Madden Mullen is a Vice President of The Rockefeller Trust Company, N.A.  Prior to joining the Rockefeller Trust Company, Lisi was an associate with Milbank, Tweed, Hadley & McCloy, LLP for seven years, focusing on estate planning and administration of trusts and estates.  Lisi holds a B.A. from the University of Pennsylvania and a M.Sc. from the London School of Economics.  She also holds a J.D. from Vanderbilt University Law School and an Advanced Certificate in the field of Estate Planning from New York University School of Law.  Lisi is a member of the New York State Bar Association.

James M. Mulvaney, CPA, is a Managing Director and Head of Wealth Advisory Support of Rockefeller & Co. and the Senior Vice President of Systems & Operations of Rockefeller Trust Company, N.A. and a Senior Vice President of The Rockefeller Trust Company (Delaware).  Prior to joining the Rockefeller Trust Company in 2000, Jim spent nine years as the Tax Manager responsible for all internal tax matters at Debevoise & Plimpton, LLP. Previously, Jim was with BDO Seidman and Withum, Smith & Brown. He is a Certified Public Accountant, licensed in New York and New Jersey, and is a Certified Trust & Financial Advisor. He holds a B.S. in Accounting and Economics from Boston College and an M.S. in Taxation from Fordham University.

Elizabeth P. Munson is the President of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is also a Managing Director and Senior Client Advisor of Rockefeller & Co. As an advisor to high-net-worth individuals, families and family offices, Liz specializes in trust and estate planning and philanthropic matters. Prior to joining Rockefeller & Co. in 2001, Liz was a partner in the Private Clients Group at White & Case, LLP, where she practiced from 1983. Liz received an L.L.M. in taxation from New York University School of Law, a J.D. from the Harvard Law School and a B.A. in English from Yale College. She is extensively involved in non-profit organizations, including positions as Board Chair of Lenox Hill Neighborhood House, Vice President and Secretary of Sheltering Arms Children and Family Services, Secretary of FWWB (Friends of Women’s World Banking)/USA, and Secretary of the Cancer Schmancer Foundation. She is also a director of CPA®17 and CPA®18, which are real estate investment trusts advised by WP Carey & Co. LLC.

Marta J. Schmidt, CTFA, is a Trust Accountant of The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), in 2010, Marta’s experience includes work in banking, public accounting and tax preparation companies. She was a Financial Reporting Officer for Wilmington Savings Fund Society, FSB.  Marta is a Certified Trust & Financial Advisor. She is a graduate of the Cannon Financial Institute Personal Trust School. Marta received an M.B.A. in Finance from Wilmington University and holds a B.S. in Business Administration from the University of Delaware.

Leesa Waegele, CTFA is a Vice President and Senior Trust Accountant at The Rockefeller Trust Company (Delaware). Prior to joining the Rockefeller Trust Company (Delaware), Leesa spent eight years the JP Morgan Chase in their Private Bank. For the past 15 years, Leesa has also run a private practice preparing tax returns.  She is a Certified Trust and Financial Advisor and holds a B.S. in Accounting from Goldey Beacom College and an M.B.A. with a concentration in Finance from Goldey Beacom College.

Christine A. Welch is Vice President and Chief Operating Officer of The Rockefeller Trust Company (Delaware). She is an Enrolled Agent with the Treasury/IRS. Prior to joining the firm, Christine spent four years as the president of a family office, and nearly 14 years in trust tax, management and trust administration at Wilmington Trust Company. She holds a B.A. from the University of Delaware and an M.S. in Taxation from Widener University.

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